Creating an Invoice

Invoices in Peasy are created from sales orders. When you are ready to bill a customer, open their order and generate an invoice from the detail panel — Peasy takes care of the invoice number and links everything together automatically.

How to Get There

Go to Sell > Orders in the sidebar, then click an order to open its detail panel. Look for the Create Invoice button.

Step by Step

1. Go to Sell > Orders.
2. Click the order you want to invoice to open the detail panel.
3. Click Create Invoice.
4. Select the line items you want to include on this invoice.
5. Review the invoice total.
6. Click Create Invoice to generate the invoice.

The invoice is created immediately and appears on the Sell > Invoices page with a status of Draft.

If all line items on the order have already been invoiced, the Create Invoice button is disabled and a tooltip reads "All items have been invoiced."

After You Create an Invoice

Once the invoice exists, your next steps are usually:

• Send it — Open the invoice row actions menu and choose Send Invoice. A dialog opens where you can review and edit the recipient email, subject line, and message before sending.
• Record a payment — When you receive payment, use Record Payment from the row actions menu to log it. See Recording a Payment.

Good to Know

• One order can have multiple invoices. If you only need to bill for part of an order now, select just those items when creating the invoice. You can come back and create additional invoices for the remaining items later.
• Invoice numbers are auto-generated. Peasy assigns a sequential invoice number (e.g., INV-0042) — you do not need to set one manually.
• A newly created invoice always starts in Draft status. Change it to Issued when you are ready to treat it as final.

Related

• Creating Sales Orders — Create the order before generating an invoice
• Managing Invoices — View, filter, and act on invoices from the Invoices page
• Invoice Reminders — Automate follow-up emails for unpaid invoices