Creating Invoices

From a Job (Recommended)

The fastest way — all the details are already there:

1. Open the completed job
2. Click Create Invoice
3. Review the line items (pulled from the job)
4. Adjust if needed
5. Click Send or Save as Draft

Standalone Invoice

For work not tracked as a job:

1. Go to Invoicing
2. Click New Invoice
3. Select the customer
4. Add line items manually
5. Send or save

Invoice Details

Each invoice includes:

Customising an Invoice

Before sending, you can:

• Edit line items — Change descriptions, quantities, prices
• Add a discount — Percentage or fixed amount
• Change due date — Override your default terms
• Add notes — Visible to the customer on the invoice

Sending the Invoice

Click Send Invoice and choose:

• Email — Sends to the customer with PDF attached
• Download PDF — For manual delivery

Draft Invoices

Not ready to send? Click Save as Draft.

Find drafts in Invoicing → Drafts. Edit and send when ready.

Progress Invoicing

For larger jobs, invoice in stages:

1. Create an invoice for the deposit or first stage
2. When more work is complete, create another invoice for the job
3. Repeat until fully invoiced

Klearcut tracks how much of the job has been invoiced.