Proofs
CRM
Jobs
Invoices
Sign Out
+ New Invoice
All
Draft
Sent
Deposit
Paid
Overdue
Loading…
Select an Invoice
Choose from the list or create a new one.
New Invoice
✕
Customer *
Loading customers…
Job (optional)
— None —
Due Date
Deposit Type
Percentage
Fixed Amount
Deposit %
Tax Rate %
Line Items
Description
Qty
Unit Price
Amount
+ Add Line
Notes (shown on invoice)
Internal Notes (admin only)
Create Invoice
Record Payment
✕
Amount *
Method
Cash
Zelle
Venmo
Check
Card
Stripe
ACH
Other
Payment Type
Deposit
Partial
Final Payment
Date
Reference #
Notes
Record Payment & Generate Receipt