Invoices

Use Billing > Invoices to create and open invoices through the supported Invoice Details workflow.

Create an invoice

  1. Create or open a draft invoice.
  2. Select or review the customer and property relationship.
  3. Add or review invoice line items, quantities, unit prices, and totals.
  4. Review the invoice number and document information.
  5. Finalize the invoice when it is ready.

Draft invoices may be edited through the supported workflow. Finalized and historical records should be treated as financial history.

Preserved invoice information

Finalized invoices preserve the billing information that existed when the invoice was created or finalized. Later changes to current Services or pricing do not rewrite historical invoice information.

Deliver an invoice

Invoices support Preview, Print, Save PDF, and Email.