To create an invoice, open your project, select Create > Invoice, or select Create invoice on the Invoices tab. When it is ready, select Send and choose to send it now or schedule it for later.
Available on the Flex, Pro, Scale, and Business plans. Follow-up reminders are on the Pro and Scale plans. You need permission to edit Invoices. Works on desktop and in the mobile app.
Create an invoice
Pick the starting point that matches your job. Every new invoice is a draft, and nothing is sent until you send it.
From a project: Open the project, then select Create > Invoice. In the mobile app, select the + icon in the project header. The invoice is linked to the project and its client.
From the Invoices tab: Select Invoices > Create invoice on desktop, or Invoices > New in the mobile app. This starts a blank invoice with no project.
From an estimate: Open the estimate and select Convert to > Invoice. The estimate's line items, discount, tax, and message carry over.
From an approved proposal: Open the proposal and select Add invoice. It copies the proposal's line items, terms, and client.
From a payment schedule row: In the proposal's Invoices & payments section, select a Planned row, then Convert to invoice. See How to request a deposit with a payment schedule.
For what is left on the job: Open the project's Invoices tab and select Invoice remaining under Not invoiced. Confirm the Amount, then select Create invoice. It makes a Fixed amount invoice titled "Remaining balance".
Invoice remaining only appears when at least $1.00 is left to invoice.
Send the invoice
Open the invoice and select Send. On desktop, Send is in the page header. In the mobile app, it is in the bottom bar.
In the Invoice dialog, choose Send now or Schedule for later, then select Next.
In the Send invoice dialog, select SMS, Email, or both for each recipient.
Review the reminders card if it appears. Pro and Scale plans can turn on Enable automatic reminders here, and select Customize reminders to change them.
Select Send.
Handoff shows "Invoice shared successfully" and the invoice status changes to Unopened. When your client opens the link, it changes to Opened. Your client doesn't need an account or the app.
If a recipient has no phone or email on file, the dialog shows Add a phone number or Add an email. Add it before you send.
A zero-dollar invoice can't be sent. Add an amount first.
Schedule an invoice for later
Choose Schedule for later in the Invoice dialog, then pick a date. The date picker has no time of day, and Handoff sends scheduled invoices once a day on the date you chose.
A scheduled invoice shows the Scheduled status. To cancel the schedule, open the invoice's three-dot menu and select Remove Schedule. Share and automatic reminders aren't offered for a scheduled send.
Resend an invoice or save a PDF
To send the invoice again, open it and select Resend. You can pick SMS, Email, or both again.
To send the link yourself, use Share in the Send invoice dialog. On desktop, it copies the link. In the mobile app, it opens your share options.
Sharing the link marks the invoice as sent.
To get a PDF, open the three-dot menu. On desktop, select Download Invoice or Print Invoice. In the mobile app, select Export PDF.