Create & send invoices

A customer invoice starts as an editable draft, posts to the ledger when you confirm it, and goes out by email as a PDF or as a web link the customer can pay from. This page covers the three ways to create one and what happens when you post and send it.

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 in the invoice sequence, so numbers run in order with no gaps. The prefix starts from the sales journal's short code. To change the format, edit the number on the first invoice of a new period; the invoices that follow continue that pattern.

Related

• Invoicing overview
• Get paid
• Recurring invoices & contracts
• Sales