You can manually create and share an invoice for a service contract.
If you want Cloud to automate the creation and sending of invoices for a contract, check out this article.
Create invoice
To create an invoice:
1/ Go to the Contract Details view and click the “Payments” tab.
2/ Click the “Create Invoice” button in the “Next Payment” tile. This will open a modal displaying the upcoming contract payment.
3/ Change the payment term, billing, and due dates if needed.
4/ You have the option to display the complete payment schedule along with the invoice numbers and payment status.
If you are creating a second invoice for a term because the transaction failed due to an ACH Return, you can set the "Add ACH Reject Fee" option to ON and charge the customer the ACH Return fee. You will see a line item for the ACH Reject fee on the invoice.
5/ In the Invoice Terms section, you can include multiple terms in the contract.
Check out this article for more details.
6/ Select the payment integration and the payment method.
7/ Click "Create."
This will create the invoice.
You will also see an option to add a custom message on the invoice using text, snippets, and data tags. You can save the snippet for reuse in other invoices.
You will see options to add more contract terms, add files from the project or contract, and add internal notes.
If you enabled the QuickBooks Online (QBO) integration and selected the relevant settings, the custom message on the Cloud invoice will appear in the "Note to customer" field, and the internal notes will appear in the "Memo on statement" field on the QBO invoice.
Share invoice
At the top-right corner of the invoice, you will find icons to download a PDF of the invoice, present it via a desktop-sharing application or in person, or share it electronically.
You will see 3 options under the "Share" icon.
Here, you can share the invoice via email.
Link
Here, you can share the invoice via email and send unique URLs to the recipients. This is helpful to track invoice views.
Invoice sharing is similar to the Proposal sharing experience. For more details about the sharing options, refer to this collection of articles.
Invoice analytics
Invoice Email analytics
Click "Analytics" under the Share icon to see who viewed the invoice email. You can also resend the email, revoke or grant access, or remove the recipient from the accessors list.
Invoice viewed date
If the customer has viewed the invoice by clicking the "View invoice" button in the email, you will see the date on which the invoice was viewed in the "Seen on" column in the Payment History table under the "Payments" tab in the Contract Details view.
Resend invoice
If the customer has not viewed the invoice on or after the due date, a "Resend" link will appear in the "Seen on" column in the Payment History table. Click the "Resend" link to resend the invoice.
