Overview
Create invoices for install work, deposits, progress billing, or standalone charges. After save, the same screen becomes invoice detail for send, payment, and print actions.
Where in the app: Sales → Invoices → New Invoice, or job → Create Invoice
Open: Add Invoice
Step 1: Select customer
- Search or select existing customer
- Add Customer inline
- Import from job — pull line items from a customer job
- URL shortcuts:
?jobId=,?salesOrderId=,?fromEstimate=,?duplicateFrom=
Step 2: Invoice details
| Field | Purpose |
|---|---|
| Billing address | Bill-to (combobox or new address) |
| Job site address | Optional jobsite reference |
| Reference | Internal label |
| Terms | Net 15/30/60/90, Due on receipt, Custom |
| Invoice date / Due date | Document and payment dates |
| PO # | Customer purchase order |
Step 3: Line items
Add products and services with quantity, unit price, tax, and line discount.
Side panels:
| Panel | Purpose |
|---|---|
| Suggested Transactions | Open jobs and sales orders for this customer |
| Component Pricing | Markup over cost from catalog |
| Scheduling | Turn into recurring template |
| Payment | Generate FortisPay pay link on save |
Materials tax reconciliation appears when job/quote tax differs from invoice lines.
Step 4: Save options
| Action | Result |
|---|---|
| Save | Opens invoice detail |
| Save & Send | Saves and opens email dialog |
| Save as Draft | Stays editable; not issued |
Attach files and notes on detail after save.
Send to customer
Email includes:
- Branded message from Invoice email template
- Customer portal link (
/invoice/:id) - Optional PDF attachment
FortisPay pay link
When FortisPay is enabled:
- Check Generate pay link on create, or use Generate pay link on detail
- Customer pays online; payment appears in Payments as Online
- Regenerate or expire links from the Payment sidebar on detail
Invoice detail actions
| Action | Purpose |
|---|---|
| Receive Payment | Record check, cash, card, ACH |
| Save & Send | Re-email customer |
| Invoice PDF / packing slip | |
| Duplicate | Copy to new invoice |
| Make Recurring | Create template from this invoice |
| Issue Credit Memo | When customer paid too much or returns goods |
| Void / Delete | See Invoices overview rules |
Related sidebar links to source job or sales order.
Close job on invoice
When creating from a job, optionally mark the job Invoiced / closed when the final invoice is saved.