To get started: You can either watch the walkthrough video for a quick visual guide, or follow the step-by-step instructions below to complete the process manually.
1. Navigate to Pipeline
2. Open the Project
• Go to the project you want to invoice and click Open.
• The project must be in either the Booked Projects or In Progress column.
3. Go to Invoices
• Within your estimate, navigate to the Production drop down menu and click the Invoices tab.
4. If the project has existing invoices, you’ll see them listed here.
• If no invoices exist yet, click Create New.
5. Review Invoice Information
• You’ll see the total project amount. You can update your pricing by editing the:
• Dollar Amount (e.g., lump sum invoice), or
• Percent of Project Total
• Percent of Balance (for second or later invoices)
6. Click this checkbox.
7. (Optional) Itemized Invoice
• Toggle on Itemized Invoice to select specific project items.
• Choose which items to include and whether to display them.
• Toggle back off if you prefer a traditional invoice.
8. Set Invoice Details
• Update the Invoice Date and Due Date.
• Add a description if needed.
9. Save and Send
10. You’ll be prompted to send it immediately or save it for later.
If saved, the invoice will remain in your hopper, ready to send anytime.
11. Now you can see your invoice sitting ready to be sent when you and your client are ready.
