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Creating a Manual Invoice & Accepting Deposit Payments
Creating a Manual Invoice & Accepting Deposit Payments

This article will show you how to create an invoice manually and accept payments.

Tanner Mullen avatar
Written by Tanner Mullen
Updated over a week ago

Note: This invoice will not be tied to a Deal or Proposal and exists independently. You can find it under the customer's Contact or in the Invoices section.


1. Click on Invoices

Click on Invoices

2. Click on Actions

Click on Actions

3. Click on Create New Invoice

Click on Create New Invoice

4. Choose the Contact or Input the Contact Information

Choose the Contact or Input the Contact Information

5. Click on Next Step

Click on Next Step

6. Click on Add Line Item to begin building the Invoice

Click on Add Line Item to Begin Building the Invoice

7. Choose a Product/Service

Choose a Product/Service

8. Input Price

Input Price

9. Click on Save

Click on Save

10. Click on Save & Generate Invoice

Click on Save & Generate Invoice


Sending the Invoice

1. Click on Actions

Click on Actions

2. Click on Send Invoice

Click on Send Invoice

3. Click on Send

Click on Send


Receiving Deposit Payment

1. Click on Receive Payment

Click on Receive Payment

2. Change the Amount to the Desired Price

Change the Amount to the Desired Price

3. Choose the Method

Choose the Method

4. Check Deposit Payment

Check Deposit Payment

5. Click on Save

Click on Save

6. See the Deposit under Payments in the Invoice

See the Deposit under Payments in the Invoice


Where to Find the Manual Invoice

1. Click on Contacts

Click on Contacts

2. Click on the Contact the Invoice was made for

Click on the Contact the Invoice was made for

3. Click on Invoices

Click on Invoices

4. The Invoice will be displayed

The Invoice will be displayed

5. Click on Invoices

Click on Invoices

6. The Invoice will be displayed here as well

The Invoice will be displayed here as well
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