How to Create an Invoice and Download the PDF
Bill from an approved estimate or draw schedule, send the client a payment link, and download a clean invoice PDF.
Getting PaidOwnerAdminOffice / BookkeeperProject ManagerLast verified August 24, 2026
- Who can use this
- Anyone with permission to manage invoices.
- What the client sees
- The client sees the invoice document, its line items, totals, due date, and payment options.
Before you start
- An approved estimate or an active project
Create and send
- Open the project (or Invoices → New Invoice) and pick the estimate to bill against.
- Choose what to bill — the full estimate, a draw, a percentage, or specific line items.
- Review totals, taxes, and the due date, and add a memo if you want a note on the invoice.
- Click Send to email a payment link, or Download PDF for a clean copy.
Staying on top of what's owed
- Balance due, amount paid, and paid date are calculated from recorded payments — they're never typed in by hand.
- Use draw schedules to bill milestones on bigger jobs instead of one invoice at the end.
Troubleshooting
An invoice still shows unpaid after the client paid.
Open the invoice and check the Payments list. Online card payments post when the processor confirms them; a check or cash payment has to be recorded manually. Once a payment is recorded as completed, the balance and paid date update automatically.
The invoice total doesn't match the estimate.
Check whether you billed a draw or a subset of line items, and whether a change order was added after the estimate was approved.
Related guides
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Verified against the shipped product on August 24, 2026.