Creating an invoice

Invoices bill a client for work or contracted services. Each gets a number such as INV-00128 and starts in draft status. You need the finance > create permission.

Create manually

1. Open Invoices and click New invoice.
2. Choose the Company (required) and, optionally, an active contract to associate it with.
3. Set the issue date (defaults to today) and due date (defaults to 30 days out), plus a tax rate and notes.
4. Add line items — description, quantity and unit price; line totals and the invoice total are calculated for you.

Generate from a contract

From a contract's detail page, Generate invoice creates a draft invoice for the contract's company. It copies the contract's line items and uses the contract's tax rate and payment terms for the due date. SummitPSA always creates this as a draft so you can review it before sending.

Convert from a quote

An accepted quote can be converted into a draft invoice, carrying over its totals and priced line items. See Converting a quote to an invoice or work.

Only draft invoices can be edited. Once an invoice is sent, edit the line items by voiding and reissuing instead.