Create an Invoice

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Professional invoicing has never been easier. Customers click to pay right from their email.

Create an invoice from the dashboard, or select a job you’ve completed and we’ll auto-generate an editable invoice for you.

  1. Select “Create Invoice” from the menu.
  2. Find your existing customer from the drop-down or select “Add New Customer” and create their customer profile.
  3. From the “Job Name” drop-down, select an existing job or create a new one and select “Create Invoice.”
  4. If a quote was sent through Constructyv, an editable invoice will be created. If a quote hasn’t been sent, select to “Add another line item” to the quote and include a description of the job or tasks, along with the amount to charge.
  5. Once created, you’ll be able to select if the job is taxable, along with additional options to add a markup or a discount.
  6. Lastly, select “Send Invoice” and have the option to include an attachment or a message for the client.
  7. Your customer will receive the invoice and if enabled, have the ability to pay by credit card as soon as they receive it.