Creating an invoice

If the work is on your schedule, you usually don't need this. Biller builds invoices from completed jobs, packages, and contracts for you. See Invoicing completed work.

Create an invoice by hand for anything else, like a one-time job you never scheduled or a receipt for money you've already received.

1. Go to Invoices and click New invoice
2. Check your Seller details, which are pre-filled from Settings > Invoicing & tax
3. Enter the Amount and a Description of the work
4. Add tax, dates, or notes if you need them
5. Click Create Invoice

The new invoice opens, ready to share. See Sharing and sending invoices.

The form has four sections:

Biller gives every invoice a unique number when it's created, like INV-7K2QX9M4TB. The number is random, not sequential, and you can't edit it.

Clients paying by Interac e-Transfer are asked to put this number in the message, so Biller can match the payment to the invoice.

The form doesn't have a field for choosing a client or typing their details. Until they're added, the invoice shows "Pending purchaser details" where the client's name would go.

To add them, send your client the purchaser link from the invoice page. They enter their own name, company, address, and email. See Client self-fill.

Because a new hand-made invoice has no client email, you can't email it from Biller at first. Share its link instead. If your client adds an email through self-fill, a send button appears.

To change an invoice, open it and click Edit. You'll first see an Edit with caution notice. Invoices are legal documents, so only edit one to correct a genuine error. Tick the box, click Proceed to edit, make your changes, then click Update Invoice.

Changes show right away on the invoice link and in the PDF. Invoices can't be deleted.