Sometimes, you may want to manually create an invoice to charge a customer for one-time fees or services between billing cycles.
You can do this from the Customer Profile page inside of the Billing section.
Before you start
Before you start, you’ll need to have created an On Request service type to bill for. If you haven’t already done so, create the service type via Pricing > Services by clicking the + icon in the top right corner.
For the rest of this article, we’ll assume we want to manually invoice for a Christmas tree pickup and have already created a corresponding service type for it.
How do I manually create an invoice?
First, we’ll need to make sure there’s something in invoice in the first place.
Go to Customers > Customer Profile page > Services > Services and click the + icon to create a service.
Of particular note, we’ll want to create an On Request service. In this example, we want to manually invoice for a Christmas tree removal. So, after clicking the + icon to create a service, we’ll:
Search for our Christmas tree removal service and select it.
Specify the date we want to schedule its work order.
And then publish it to our customer’s account.
Now, open up the service you just published, find the work order we scheduled, and then click it’s 3-dot icon to find the Ready for Invoice toggle.
Enable it. This will make it available to invoicing.
How do I manually create an invoice?
Go to Customers > Customer Profile page > Billing > Invoices and click Create Invoice.
Select Manual, the date for the invoice, and click Next.
The Invoice Date is the date stamp you want on the invoice, not the specific day of services you want to bill for.
Take note in this example, we’ve set the Invoice date to 9/30/2026.
Once you click next, you’ll see what is being billed for on the invoice you’re about to create.
Take note that the invoice is dated for 9/30/2026, but the service we scheduled for 9/21/2026 and marked ready for invoicing is pulled into the invoice.
After you’re done reviewing your invoice’s details, click Create.
How do I preview my invoice before I post it?
First, find the invoice you just created in Customer Profile > Billing > Invoices.
Click the invoice to be taken to a preview of it.
How do I post the invoice?
From the Invoices section, click the 3-dot menu for your invoice to post your invoice.
Can I manually invoice any service?
No, just On Request services. Recurring services are automatically captured in your recurring invoicing.
I accidentally marked a work order as Ready for Invoice; how do I fix it?
As long as it hasn’t yet been invoiced, you can reopen the 3-dot menu and toggle Ready for Invoice to off.
If it has been invoiced already, you’ll need to delete the invoice it’s on to be able to access that work order’s Ready for Invoice toggle again.
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