Skip to main content

​
Overview

Customer Invoices lets you create invoices without a job card. Use this for one‑off billing or adjustments.

Open Customer Invoices

Create and manage ad‑hoc invoices.

New invoice

Start a new invoice.

​
Create an invoice

1

Start new

Click New on the Customer Invoices page.
2

Add billing details

Select the customer and add line items (services), quantities, and prices.
Use the same service names as your catalog for consistent reporting.
3

Review totals and save

Verify taxes and the grand total. Save to create the invoice.
The invoice appears in the Customer Invoices list.

​
List view and filters

  • Date range: From and To
  • Customer: All customers or a specific one
  • Search: Search by customer or service
  • Columns: Date, Customer, Services, Payment, Status, Total

​
Troubleshooting

  • Filters: Clear date filters or set a wider range.
  • Customer selection: Ensure you filtered for the correct customer.
  • Taxes/discounts: Confirm tax rules and any discounts applied.
  • Line items: Recheck quantities and unit prices.
Your ad‑hoc invoice is saved and ready to share with the customer.
⌘I