How to Create an Invoice and Download the PDF
Invoices in SiteView pull straight from an estimate or draw schedule, so you're not re-typing the scope into a separate tool.
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Step-by-step
- Open the project (or go to Invoices → New Invoice) and pick the estimate to bill against.
- Choose what to bill — full estimate, a draw, a percentage, or specific line items.
- Review totals, taxes, and the due date. Add a memo if you want a note on the invoice.
- Click Send to email the client a payment link, or Download PDF to grab a clean copy.
- When the client pays online (Stripe or Square), SiteView marks the invoice paid automatically.
Tips
- Set your default payment terms in Settings → Invoices.
- Use draw schedules to bill in milestones on bigger jobs instead of one giant invoice at the end.
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