In this article, you'll learn how to create an invoice from a job and send it to your customer by text or email, one at a time or several at once. Your customer can't see the invoice or pay it until you send it, so this is the step that gets you paid.

Creating an invoice from a job

Every invoice starts from a job. There's no blank invoice form. That keeps the work, the items you charged and the payments you took on one bill.

To create an invoice:

Open the job.
Click Create Invoice at the top right. If the job already has an invoice, the button says View Invoice and opens that one instead, so a job never ends up with two.

The Collect payment panel opens, and the invoice is created right away with the job's total on it. From this panel you can take a card or send the invoice. For the payment side, see Creating estimates and invoices from jobs.

Note: A new invoice starts as a draft. It doesn't show in your customer's portal, and nobody gets a message, until you send it.

If the customer pays while the panel is open, it flips to PAID and asks Send a receipt?. Click Yes, then Text, Email or Both. Click Not now to skip it.

Adding items to an invoice

An invoice bills the job's items, so you add and change items on the job. The invoice page shows the job's own Job Items and Job payments sections, and a change in either place changes both. To add items from your price book, see Adding items from your price book to jobs and estimates.

Opening an invoice

To open an invoice:

In the menu, click Invoices.
Click the invoice number.

The Invoices list. Not sent shows under any invoice that hasn't gone out, and the row above the list holds Send invoice, Send reminder and Mark sent

The card at the top shows who the invoice bills and their address, then Total:, Due: (what's still owed), Invoice date: and Due on:. If the due date has passed and money is still owed, the card says in red how overdue it is. Under the card sit Collect payment, Preview (opens the customer's view) and Delete. An invoice that didn't come from a job has Add payment in place of Collect payment. Until the invoice has gone out, Not sent shows at the end of that row.

Setting the due date

You don't set the due date by hand. A new invoice shows a provisional date, and the first time you send it the due date becomes that day plus the customer's payment terms. A customer with no terms is due the day you send it. Sending the invoice again later doesn't move the date. To set terms, see Setting payment terms for invoices.

Sending an invoice

To send an invoice:

On the invoice page, click Send invoice.
At the top of the drawer, pick Via email or Via SMS. If the customer has an email address, the drawer opens on email. If not, it opens on SMS.
Check who it's going to. For email, To holds the customer's email (one address only) and Cc takes up to 5 more. For a text, Send to (phone number) holds their phone and Also text takes up to 5 more numbers, separated by commas.
Check the Subject (email only) and the message. Both come from your saved wording, with the customer's first name, your company name, the amount and the invoice number already filled in. Anything you type here only changes this send.
Under Let client pay with:, leave Credit card ticked if you want them to pay by card from the link. Untick it and they won't see a Pay button, and an emailed invoice says you'll arrange payment with them directly.
Click Send email or Send text.

Opening an invoice and filling in the Send invoice drawer

A View Document link to the customer's portal is added after your message automatically, so you don't need to paste one in.

Tip: Edit template in the drawer changes the saved wording for every invoice you send by that channel from now on, not just this one. Reset to default puts the original wording back. To edit the wording from Settings instead, see Editing the messages sent with estimates and invoices.

You can also send from the job. In the Collect payment panel, the Remote — send the invoice section has a Send invoice button that opens the same drawer.

Note: On the invoice page, Send invoice is greyed out once nothing is owed. There, the Credit card box opens the way you last sent the invoice, so sending it again never quietly turns card payments back on.

Note: On the free plan, an emailed invoice goes out from the CRM as usual, but a texted one is sent from your own phone. Send text opens your Messages app with the customer's number, your message and the invoice link filled in. On a computer that can't open Messages, the text comes up in a card with Copy text. Also text and the Credit card box don't apply to that text. See How texting works on the free plan.

Sending several invoices at once

To send a batch of invoices:

In the menu, click Invoices.
Tick the box beside each invoice you want to send. The row above the list counts them.
Click Send invoice in that row.

Each customer gets your saved wording. A customer with only a phone number gets a text, one with only an email gets an email, and one with both gets both. When it's done, a note at the top of the list says how many went out and names any that didn't, with the reason.

Note: Send reminder in the same row sends your reminder wording instead. Mark sent is for an invoice you handed over or mailed yourself. It counts as sent and starts the due date, but no text or email goes out.

What your customers see

Your customer gets a text or email with your message and a link that opens straight to that invoice in their portal, where they can view it and pay. For the full picture, see What your customers see when you send an invoice.

After you send:

Not sent disappears from the invoice.
Each send gets its own line under the button with the date, the time and how it went, for example "9/7/2026 2:34pm texted". If you added extra people, the line counts everyone it went to, like "texted (3 numbers)".
The button and the drawer's heading both change to Send invoice again.

Sending from the phone app

To send an invoice on the app:

In the menu, tap Invoices.
Tap the invoice.
Tap Send invoice.
Choose Via email or Via SMS, check the recipient and the message, then tap Send.

To start from a job on the app, open the job's Finance tab and tap Create invoice. It reads View invoice once the job has one. The app's send form has the same fields as the web, including Cc or Also text, Edit template and the Credit card switch, and each send gets its own line under the button there too. On the free plan, the button for a text reads Open in Messages instead of Send. For more, see Creating and sending invoices on the phone app.

How to create and send invoices