Create & send invoices

This page covers how to build an invoice in EVERJUST Invoicing and send it to your customer.

Start an invoice

You have three ways to create a customer invoice.

• From scratch. Open Invoicing, click New, pick the customer, and add lines for each product or service. Set quantities, prices, and taxes per line.
• From a sales order. In EVERJUST Sales, confirm the order and click Create Invoice. The order lines copy into the invoice. Invoice the full order or only what shipped so far.
• From delivered goods or recorded time. When a sales order bills on delivered quantity or on logged hours, only the delivered or logged amounts appear on the invoice.

Draft, then post

Every new invoice starts as a draft. Edit lines, change the customer, or fix prices while it stays in draft. When the numbers are correct, click Confirm. The invoice posts to the ledger and locks for editing.

Send the invoice

Posted invoices go out two ways.

1. Click Send. EVERJUST attaches a PDF and emails it to the customer.
2. Or send an online invoice. The customer opens a web link, views the invoice, and pays from that page if you have a payment provider connected.

Numbering

Posting assigns the next number from the invoice sequence. Numbers run in order with no gaps. You set the sequence prefix and format on the sales journal.

Related

• Invoicing overview
• Get paid
• Sales