Invoicing might not be the most exciting part of your day — but it’s one of the most important. Whether you're wrapping up a one-time job, billing on a regular schedule, or sending an estimate for approval, Payments Manager+ gives you flexible tools to make it easy.

This guide walks through how to create estimates and invoices that fit your workflow — so you can get paid with less hassle.

Step 1: Choose your invoice type

Head to Invoice > Manual Invoices, and you’ll see three invoice types to choose from:

• Manual Invoice – Perfect for one-off jobs where you’re ready to bill right away.
• Recurring Invoice – Best for ongoing services that repeat weekly, monthly, or on another schedule.
• Estimate – Great for larger or customized work that needs customer approval first. You can even enable auto-conversion to invoice in Invoice Settings, so it turns into a bill automatically once accepted.

Step 2: Start a new invoice

Click Create Invoice and make sure the correct type (Manual, Recurring, or Estimate) is selected before moving forward.

Step 3: Add a customer

Search for an existing customer or select Add new customer to create a new profile.

Step 4: Add invoice items

Click Add item to include products, services, or bundles. Once an item is added:

• Adjust the quantity or tax-exempt status
• Click the pencil icon ✏️ to edit core details like price and description
• Repeat for each item needed

Step 5: Apply adjustments (optional)

Add any discounts, upcharges, or taxes — either by typing custom values or selecting from your saved options. To remove one, hover over the check mark and click the trash can 🗑️.

Step 6: Set other options (optional)

In the Other Options section, you can:

• Add customer notes
• Attach terms and conditions (up to 2)
• Upload related files
• Assign a technician (if applicable)

NOTE: If you enable terms and conditions, the customer will be required to accept them before submitting payment.

Step 7: Finalize invoice details

Take a look at the right-hand side to wrap things up. This is where you can tweak a few key settings — like adjusting the due date or setting up a partial payment if needed.

Not quite ready to send it out? No worries — just hit save and come back to it when you’re ready.

Step 8: Review and send

Click Review and Send Invoice to preview what your customer will see. When everything looks good, hit Save and Send Invoice. You’ll see a confirmation once it’s been sent successfully.

Need to edit or resend later? No problem — all your invoices and estimates are saved in one place so you can manage them anytime.