Once you have met the project commitments made against a payment term, you can create an invoice and request payment for the term.
To simplify invoicing, Cloud allows invoices to be created from multiple pages. Where to create the invoice depends on your preference.
This article explains how to create invoices from the Project Details view. Check out these articles to learn about other pages from which you can create invoices.
Create invoice
To create the invoice from the Project Details view:
1/ Go to "Details > Payments" in the Project Details view.
2/ Click "New invoice" in the top-right corner, and this will open a modal displaying the upcoming project payment term.
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 more than one payment term of the project or add a change order payment associated with the project.
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 payment terms if required, 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 helps 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 the invoice was viewed in the "Seen on" column of the Project Payment table, located under "Details > Payments" in the Project 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 of the Project Payment table. Click the "Resend" link to resend the invoice.
