This article explains how to manually create and share an invoice for a service contract.

If you want Cloud to automate creating and sending invoices for a contract, check out this article.

To create the 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 and add a message that will be seen in 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 see options to add more contract terms, add attachments from the project or contract, and add internal notes.

Up at the top-right corner of the invoice, you will see the icons to download a PDF of the invoice, present it over 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.

Here, you can share the invoice via email and send unique URLs to the recipients. This is helpful to track invoice views.

Here, you can see who all viewed the invoice. You can also resend the email, revoke or grant access, or remove the recipient from the accessors list.