Create or Edit an Invoice

It is easy to configure an invoice's details and options, whether it is a new one being created from scratch or based on a template, or where a client's existing invoice is being modified.

Find the Invoice

Use either the New Invoice or Existing Invoice approach below, depending on whether the required invoice has already been created.

New Invoice

An invoice can be created from scratch, or based on a template.

  1. Start the process one of the following ways

    • the + New Invoice button in the Quick Actions section of a Client Journey's Overview tab


    • the + Invoice button in a Client Journey's Invoices tab


    • the + New Invoice button in the header of the Invoices page under the Billing main area


  1. You will then be prompted whether you want to use an invoice template. Press the + New Blank Invoice if you don't want to use a template, or otherwise select an Invoice Template to use.

Edit an Existing Invoice

Existing invoices are listed in the following areas:

Open an existing invoice for editing, by pressing on its row in the list of invoices.

Configuring the Invoice

In the New Invoice or Edit Invoice page, fill the required fields and any additional fields as needed.

  • Send To (Client or Contact) - This field will default to the client you are viewing, or can be selected from a dropdown if started an invoice in the Billing section.

  • Invoice Number - This number will auto-increment, starting at 1. If you want to use a custom number, enter it here. The next invoice will resume counting from the new number.

Invoice numbers cannot be duplicated across your business. The invoice numbers are generated per business not per client.

  • Date - This is the date the invoice was created, and can be changed to a future date. If there is a deposit, this is the also the due date for the deposit.

  • Items - Select the date, package/service, quantity and price that should be used for the invoice's service item. Add any additional items as needed.

  • Payment Schedule - You can add an optional deposit installment, and one or more additional installments at the required intervals.

See Invoice Installments for how to configure the payment schedule.

  • Note - Add an optional note which will be visible on the invoice. You can select from a previously created note template to more easily add recurring notes.

See Invoice Note for more information.

  • Send - Choose one of the following sending options, to occur upon creation of the invoice:
      • Keep as a draft - The client will not be alerted about the invoice, so you can Send to Recipient at a later time when you are ready.
      • Send to Recipient (conditional: available if the Send To field is not blank.

Regardless of whether or not the reminders are on, the client (or contact) will receive an email notification that the invoice has been created if you choose to send.

  • Reminders - If checked, your client will receive email reminders when payments are due in a few days, and when they are overdue by a day.

Visibility to Others

  • Visible to the Sender and Team Owners Only (will instead show Visible Only to Me if in a personal business)
    • If this box is checked, the following will be prevented from seeing the invoice
      • team members with a team role other than 'Owner' (e.g. 'Contributor', 'Participant')
      • external providers found in the Share this Profile section of a client journey

Saving Your Work

Press the Create Invoice (or Update Invoice) button to finalize the invoice.