Creating Professional Invoices
Learn how to create invoices in seconds, keep your business organized, and stay prepared for tax season with professional invoice management.
Two Ways to Create Invoices
Convert from Estimate
The fastest way to create an invoice is by converting an approved estimate. All client information, items, and pricing are automatically transferred.
Create New Invoice
Create invoices from scratch for ongoing work, repeat customers, or when no estimate was needed. Perfect for service-based businesses.
Create Invoices in Seconds
Lightning-Fast Invoice Creation
Once your items and services are set up in your catalog, creating invoices becomes incredibly fast. Your standardized pricing and descriptions are ready to use instantly.
Quick Invoice Creation
Stay Organized and Find Invoices Fast
Powerful Search Capabilities
Find any invoice instantly using multiple search criteria. No more digging through folders or spreadsheets.
- Search by customer name
- Search by invoice number
- Filter by date range
- Filter by payment status
Business Organization
Keep your business running smoothly with organized invoice management and automatic numbering.
- Automatic invoice numbering
- Customer payment history
- Revenue tracking and reporting
- Professional appearance
Tax Season Made Simple
Stay Tax-Ready Year-Round
All your invoices are automatically organized and documented, making tax preparation effortless. No more scrambling to find receipts or calculate totals.
Tax Year Summary
Step-by-Step: Creating Your First Invoice
Method 1: Convert from Estimate (Recommended)
Go to Estimates
Navigate to your estimates list and find an approved estimate you want to convert.
Click Actions → Convert to Invoice
Use the Actions dropdown to convert the estimate. All data transfers automatically.
Invoice Created Instantly
Your invoice is ready to send with automatic numbering and all estimate details preserved.
Method 2: Create New Invoice
Go to Create Invoice
Navigate to the invoices section and click "Create Invoice" to start fresh.
Add Client and Items
Select your client and add services from your catalog or create custom items.
Review and Create
Review totals, add any notes, and create your professional invoice.
Pro Tips for Invoice Management
Send Promptly
Send invoices immediately after work completion. Faster invoicing leads to faster payments and better cash flow.
Use Standard Terms
Include clear payment terms (Net 30, Net 15, etc.) and late fees to set expectations and protect your business.
Track Everything
Monitor payment status, follow up on overdue invoices, and maintain detailed records for tax purposes.
Automate When Possible
Use recurring invoices for regular services and convert estimates to maintain consistency and save time.
Ready to Streamline Your Invoicing?
Start creating professional invoices in seconds and keep your business organized for tax season.