Invoicing Overview


Get the Quote Signed First

Invoices pull information from your signed quotes to make invoice creation quick and easy. Make sure you have a signed quote in your project first.

Create an Invoice

  1. Open any project with a signed quote.
  2. Click Create Invoice on a signed quote.
  3. Edit the details of the invoice.
    1. Add an Invoice ID.
    2. Set an Invoice date.
    3. Set a Payment due date.
    4. Edit line items pulled from your quote as required.
    5. Add any discounts or markups as required.
  4. At the top of the page, click on Page settings to edit what information your customers can view regarding their line items (i.e. show quantity, unit price, or line total). Once you've toggled your options on or off, click Save.
  5. When your invoice is complete, click Preview Invoice and choose one of the following:
    1. Email the invoice directly to a customer by clicking Send Invoice.
      1. Send to multiple email address by separating them with a comma.
      2. Click Send for signing when you email is ready to go.
    2. Download the invoice as a PDF by clicking the download icon from the PDF viewer.

Edit Your Invoice Layouts

Editing the invoice defaults of a layout allows you to use preset terms and notes in your invoices.

  1. Go to Configuration > Account Settings >Layouts > Reports
  2. Either under My Layouts or Shared Layouts, click the pencil icon beside the layout you wish to edit.
  3. In panel on the left, under the heading Pages, navigate down the page and click on Invoice Defaults.
  4. Enter your preset invoice terms and notes.
  5. Click Publish.


Got QuickBooks?

SumoQuote's QuickBooks Online integration gives your business far more control of your invoicing process. Learn more about how it works here.

What’s Next