Invoices & Billing

Creating an Invoice by Hand

Bill a location, a client on file or a one-off contact, with a live preview.

Last updated October 29, 2026

A hand-made invoice is for anything outside a contract: an extra job, a one-off service, a correction.

1

New invoice

Go to Invoices and click New invoice. The dialog has the form on the left and a live preview of the PDF on the right.

2

Bill to

Choose who pays.

📋 Form Fields
Field Required Description
A location Optional The invoice goes to the client assigned to this location. The usual choice.
A client on file Optional The invoice goes to this client's e-mail, with no location attached.
A new contact Optional Name and e-mail for a one-off job. The contact is not added to your clients.
3

Lines

Add one line per service. Start typing in Description to pick from your saved services (the rate fills in), or keep free text. Browse services opens the full list, and a typed name can be saved as a service for next time. Set quantity and unit price per line.

💡
Pro tip: Saved services are also what QuickBooks item mappings use, so a line picked from the list books under the right item.
4

Due date and note

Due date is a Days / Date toggle: Net 30, or a fixed date; the helper line always shows the other reading. Due on receipt is zero days. Add an optional Note to the client.

5

Create

Tick E-mail it to the client now if you want it sent at once, then click Create invoice. Use PDF in the header to check the document first.

ℹ️
When Stripe is taking payments the invoice gets a payment page as it is created; when QuickBooks is connected it is written to your books at the same time.
🙌
Need help? If you have any questions or run into issues, reach out through the Support section in your dashboard.

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