How Do I Create an Invoice Using the New Invoice Experience?

Learn how to create an Invoice with the New Invoice Experience.

Enable the New Invoice Experience

Under your Financials tab in your Job, scroll down to the Invoices section and toggle the Try the New Invoice Experience option to on (it will show blue when it is on).

Converting an Invoice from Another Document

Once you have toggled the New Invoice Experience on, you can create an Invoice by converting another financial document.

To convert from another document, select the three dots on the far right of the document you want to convert and select Convert to,  then select the Invoice option.

This converts the line items into an Invoice automatically.

Creating an Invoice

You can also create an invoice from scratch by clicking on the +Add Invoice button on the Invoices section of your Financials tab.

Once there, you can:

1. View and edit your Invoice details.
2. Select a Tax Rate.
3. Edit the Payment Terms.
4. Edit your Section name.
5. Add Products as line items.
   1. You can also add a new product to your Products and Services  by selecting the Add new product option in the line item drop down. 
      
      1. This will open a sidebar that you can enter the new Product Details into.
         
6. Add Sections.
7. Add Notes.
8. View a summary of your Invoice costs and totals.
9. Save your Invoice and save your invoice as a template to use for future invoices.