Invoice + Payment Schedule Generator
Create deposits, progress invoices, milestone billing and final invoices from one project.
Contractor
Invoice
Invoice Line Items
Bill labor, materials, equipment, permits, milestones or other work.
| Description | Qty | Unit | Rate | Amount |
|---|
Payment Schedule
Build the entire project billing schedule. Percentages show the amount due from the current contract total.
Invoice Settings
| Description | Qty | Rate | Amount |
|---|
Payment Schedule
Payment Instructions
Notes / Terms
Create an invoice that makes the amount due clear
An invoice requests payment for the work or milestone you are billing now. Keep it distinct from the full project value and from the remaining balance. A clear description, reference number, due date and payment instructions help a customer check the bill.
Step by step
- Add the customer, job, invoice number and due date. Use the saved proposal or change order as a starting point, then review what is actually due now.
- Enter the line items for this invoice. Set the full project contract value and previously paid amount for the project-balance calculation.
- Review tax, discount, any applied late charge and the payment schedule. Print the invoice and save a copy with your payment records.
Worked example
For a $5,000 project with $1,250 already paid and a current invoice of $2,500, the remaining project balance shown after this invoice is $1,250. The current $2,500 is the amount requested now; it is not the full contract value.
Review imported proposals before billing
The full-proposal import brings material items, labor, equipment, fees, overhead and markup into the invoice, with the saved tax and discount. This initially represents the full proposal price. An approved change-order import can represent just the change amount. Billing the complete proposal again for each milestone would overcharge the customer.
Does this invoice collect or verify payment?
No. Printing or saving an invoice does not charge a card, confirm a bank transfer or reconcile payments. Enter verified prior payments yourself. Check whether tax, deposit and late-charge terms apply to your job before issuing the bill.