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Creating and Sending Invoices & Estimates

In this article you’ll learn how to issue easy-to-use, professional-looking invoices and estimates to your clients, making sure you secure more business and get paid faster.

You can set default information for all your invoices and estimates at once, or customize the information for each invoice or estimate you create.

Setting up Invoices & Estimates 

Follow these steps to add the basic information you want to display on all your Invoices and Estimates:

Step 1: Go to Settings > Payments, and click on the Invoices & Estimates tab.

Step 2: Fill out your Billing Address & Business Info, and customize the client information you want to display on your invoices & Estimates. Next, fill in your terms and conditions, including the Due Date for your invoices, and enter the Terms & Conditions you want clients to see when they receive your estimate and invoices. You can also include default Taxes for your services and product.

Note on Business Info: Your business billing address is added to the header of all invoices and estimates. The default info displayed is taken from your Business Info Settings. To change your official business info, go to Settings > Business Info.
Tip: Since everything in this area will be added to the header of your invoices and estimates, feel free to add more relevant information like your phone number, website URL, tax ID, etc.
Note on Terms & Conditions: You can add your company terms & conditions regarding payment, late payments, or other important information that your clients should be aware of when they receive or pay for an invoice. You can do the same for your estimates.

Creating new invoices & estimates

You can easily customize any of the defaults as needed:

  • Billing address and billing info
  • Invoice Label: The title that will appear at the top. The default for Invoice is “Invoice”, and the default for Estimate is “Estimate”.
  • Currency: This will take on the default currency for the account.
Note: To change the currency per an estimate, you must enable the option to accept different currencies in your Payment Settings
  • Invoice/Estimate Number: Invoice/Estimate numbers are updated automatically so you don’t have to keep track! The first invoice will be automatically assigned the number 0000001, and each new invoice will go up by one.
Note: Invoice numbers must be unique and can only increase. For example, if you update the invoice number to 0001250, the next invoice must be 0001251 or higher, you will not be able to use the same or a smaller number, like 0001249.
  • Issue Date / Due Date: The issue date is usually the day you created the invoice, but you can backdate it if you need to. Set the due date of the invoice as well.
  • Items List: The items list of an estimate/invoice is where you’ll list out the services or products your client is paying for. You can also apply taxes and discounts here.
Note: You can add recipients to your invoice if you need to send it to more than one client. Simply add their email address in the Send to additional recipients field.

Adding items 

You may want to issue an estimate or an invoice for more than one service or item. Follow these steps to add items to your invoice or estimate:

Step 1: Scroll down to the items section on your invoice or estimate.

Step 2: Click on Please select an item to view and pick from your item list.

You’ll notice that the list comes prefilled with the menu of services that you offer and their prices.

Note: If you don’t see what you need on the list, just click Custom… to add a new item on the spot.

Learn how to create a custom item in the section below.

Invoice_items.png

Creating custom items

Follow these steps to create a new custom item that does not already exist in your list of services or items.

Step 1: Click Custom... from the Items dropdown menu.

Step 2: In the New Item popup box, name the custom item and attach a price to it.

Step 3: Fill in the following details:

  • The number of custom items to add to the list
  • A discount, if necessary
  • Up to three taxes (taxes are saved for future use)

Editing items

Added an item by mistake? Need to add a 15% discount? Just click the ⋮ icon next to the item in the row of the relevant item, and select either Edit or Delete.

Note: Changes made to the edited item apply only to the current invoice being generated.

Deposits

Estimates deposit request

When creating an estimate, you can add a deposit request requiring your clients to pay upon estimate approval. Click on the "Request a deposit" below the total amount to open the deposit request. You can set your deposit to be one of the following options: 

  • Percentage: Based on the total amount of the estimate. On this option, you'll also be able to round up the amount. 
  • Set price: Set the deposit's worth according to your business currency.

Estimate_deposit.png

Note: Once creating an invoice from an estimate with a required deposit, the invoice will indicate the paid deposit and the remaining balance.

Terms, Notes, Signature and more

Terms: You can edit your default terms and adjust them per a specific invoice or estimate. 

Notes: Use the Note to client field if you want to add a personalized message to the Invoice, as shown here:

For Estimates only:

  • Signature: To require clients to electronically sign on an estimate to approve it, check to 'Client signature is required.'

For Invoices only:

  • Allow a client to pay online: If you would like your clients to have the option of paying online.
  • Allow a client to pay a partial amount if you would like your clients to be able to pay in installments. 
Note: Enable online payments and set up your partial payment settings under Settings > Payments page.
Note: You will only be able to accept partial payments if you are connected to a credit card processor - either Stripe or Square.

Save or Send your Estimate & Invoice

Once you’re satisfied with the way your estimate/invoice looks, you can either save the invoice as a Draft or Send it to the client and additional recipients, if you have any.

This is how your clients will see your invoices and estimates:

Updating Invoices & Estimates After Sending 

If you find a mistake or something you want to change, you can still edit an estimate or invoice even after you sent it and send an updated version of it.

To update an existing invoice, go to Payments > Billing & Invoicing, use the right-hand filter to select your invoice, and select Edit from the follow-up actions.

To update an existing estimate, go to Payments > Estimates, use the right-hand filter to select your estimate, and select Edit from the follow-up actions.

Sending Invoice Payment Reminders

To send a payment reminder for outstanding or overdue Invoice, follow these easy steps:

Step 1: Go to Payments > Billing & Invoicing

Step 2: Find the relevant invoice you want to send a reminder for.

You can find the invoice faster by filtering for client name and/or checking the 
Has Invoice filter on the right-hand side of the Billing & Invoicing page, as you see here: 

Step 3: On the page that opens, click image-2.png and select Send reminder, as you see here:

invoice_reminder2.png

Step 4: Click OK on the confirmation message that appears to send the reminder.

Learn more: To learn more about how to track invoices and estimates, visit the Managing and Tracking Payments article. 
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