Create and send an invoice
Create the invoice from a signed proposal, check what it pulled from the accepted snapshot, set dates, deposit and terms, preview and send it to the homeowner.
Video tutorial coming soon
The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.
Rough runtime
4:10
Scenes
7
Lesson
8.1 · Orders & invoices
File name
08-01 create-and-send-invoice.mp4
Before you record
- A job with a signed proposal including one accepted upgrade.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
The viewer is assumed to have: A signed proposal on the job; Your email is verified.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Create and send an invoice | /projects/[projectId] | Title card, then the first screen of the lesson. | The job is signed; time to get paid. Let us create and send the invoice. |
| 1 | 0:2043s | Create the invoice | /projects/[projectId] | On the job page, on the signed proposal card, click "Create invoice". | From the signed proposal, Create invoice. The app builds it from exactly what was signed. |
| 2 | 1:0343s | Invoice Details | /invoice/[id] | In the "Invoice Details" card set Invoice Date and Payment Due Date; the Invoice ID is prefilled and can be changed. | Set the due date. The invoice number is prefilled; change it if you use your own numbering. |
| 3 | 1:4643s | Check the lines | /invoice/[id] | Read the quote sections (Item Description / Quantity / Price / Include), the Options section with accepted upgrades (with Include and Visible), and Adjustments. Use "Add Item" for extras agreed on site, and untick Include for anything not to bill yet. | Everything the homeowner accepted is here. Add a line for the extra sheet of decking you replaced, or untick items for a progress invoice. |
| 4 | 2:2943s | Deposit, terms and notes | /invoice/[id] | Type the amount already received in "Deposit Paid". Fill "Terms" and "Notes". | Enter the deposit and the balance due updates. Terms and notes print at the bottom. |
| 5 | 3:1243s | Preview and send | /invoice/[id] | Click "Preview Invoice". In "Invoice Preview" click "Send Invoice", confirm the recipient (defaults to the job email) and send. | Preview, Send Invoice, confirm the address. The homeowner gets the PDF, and the job is already in the Invoiced column. |
| 6 | 3:5515s | Recap & next lesson | /invoice/[id] | Hold on the finished result, then the end card. | Invoice sent. Next: the material order for your supplier and crew. |
Narration, in order
0. Intro: Create and send an invoice
0:00 · 20sTitle card, then the first screen of the lesson.
The job is signed; time to get paid. Let us create and send the invoice.
1. Create the invoice
0:20 · 43sOn the job page, on the signed proposal card, click "Create invoice".
From the signed proposal, Create invoice. The app builds it from exactly what was signed.
Show before cutting: The invoice editor opens at /invoice/<id>. On an unsigned card the button is absent, and the server refuses with "Cannot create invoice for unsigned report."
2. Invoice Details
1:03 · 43sIn the "Invoice Details" card set Invoice Date and Payment Due Date; the Invoice ID is prefilled and can be changed.
Set the due date. The invoice number is prefilled; change it if you use your own numbering.
Show before cutting: Fields save as you leave them.
3. Check the lines
1:46 · 43sRead the quote sections (Item Description / Quantity / Price / Include), the Options section with accepted upgrades (with Include and Visible), and Adjustments. Use "Add Item" for extras agreed on site, and untick Include for anything not to bill yet.
Everything the homeowner accepted is here. Add a line for the extra sheet of decking you replaced, or untick items for a progress invoice.
Show before cutting: Totals: Quote total, Options, Adjustment, Total.
4. Deposit, terms and notes
2:29 · 43sType the amount already received in "Deposit Paid". Fill "Terms" and "Notes".
Enter the deposit and the balance due updates. Terms and notes print at the bottom.
Show before cutting: "Balance Due" equals Total minus Deposit Paid.
5. Preview and send
3:12 · 43sClick "Preview Invoice". In "Invoice Preview" click "Send Invoice", confirm the recipient (defaults to the job email) and send.
Preview, Send Invoice, confirm the address. The homeowner gets the PDF, and the job is already in the Invoiced column.
Show before cutting: The homeowner receives the email built from the Invoice template with the PDF. The job is in Invoiced and Activity logs "Invoice created".
6. Recap & next lesson
3:55 · 15sHold on the finished result, then the end card.
Invoice sent. Next: the material order for your supplier and crew.
Related lessons
What the homeowner sees: proposal page and e-sign
Walk through the homeowner's side: the email, the branded proposal page with photos and options, choosing upgrades, and signing on the e-sign page.
Sending & e-signaturesBeginner8 min
Finish the job: In production and Paid
Use the two manual stages, let the Install underway and review-request automations fire, and understand how Paid affects the board and dashboard.
Orders & invoicesBeginner4 min
Email Settings: the emails the app sends on your behalf
Edit the subject, body, button text and PDF attachment for each email the app sends: quote sent for signing or review, sign canceled, document signed, invoice and order.
Settings & integrationsIntermediate6 min
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