There are several ways to create invoices in Tradify. This article covers off miscellaneous invoices, which are essentially invoices that aren't associated to (or based off) any type of job or quote. Essentially, they're stand-alone invoices, best used in one-off scenarios.

In terms of "best practice" for creating a miscellaneous invoice, although there is no 'overall' recommended way, we have listed each method by order of most commonly used.

Creating Invoices from the Invoice Dashboard

To create an Invoice from the Invoice Dashboard, head over to Invoices and then select "New Invoice".

Enter the Customer name and click "OK".

Note: If this Invoice is for a new customer, click the '+' icon to create the customer from scratch. You can find out more about entering a new customer here.

Next, select the Miscellaneous tab from the heading menu and then select "Create draft invoice".

Note: Tradify will now generate the draft invoice for you. We've added a detailed breakdown below of what each field in the invoice represents.

Customer– Enter the customer this invoice is for. This field cannot be left blank.

Note: If this Invoice is for a new customer, click the '+' icon to create the customer from scratch. You can find out more about entering a new customer here.

Site- Use this if your customer has separate physical locations and you wish to record which customer location this Invoice is at. For more information on setting up and configuring sites, please see here.

Pricing Level- Use this field to determine which pricing-set to charge on this Job. For more information on setting up and configuring Pricing Levels, please see here.

Invoice Date – The date at which the invoice is entered. This defaults to today's date.

Due Date - The date at which the invoice is due for payment. This defaults to today's date.

Reference – A customer reference or order number.

Document Theme - This represents the invoice layout theme to use when printing or emailing this invoice to a customer. You can find out more about Document Themes here.

Description – Use this field to enter a description of what the invoice is for.

Notes - Use this section to add notes and/or files to your invoice. For more information on attaching files, please see here.

Note: Notes are for internal purposes only and are not customer facing. 

For details on adding labour and/or material costs to your invoice, please visit the corresponding links below.

Once you've added all the necessary details to your invoice, you can either save it as a draft or approve it to lock for editing by using the "approve" button.

Note: Once an invoice has been approved it cannot be altered. If you’re not ready to approve the invoice just yet, click on "Save as Draft". This will save the invoice in the invoices list under the Draft tab.

Adding Material Costs to Invoices

We created a dedicated article to cover this process. To view it, please see here.

Adding Time/Labour to Invoices

We created a dedicated article to cover this process. To view it, please see here.

Creating Miscellaneous Invoices from the Customer profile

To create an invoice from the Customer Profile, head over to Customers, select the relevant customer, then click the "Invoice" tab, followed by "New Invoice". Next, click the "Miscellaneous" tab, then select "Create Draft Invoice".

Creating Miscellaneous Invoices from the Dashboard

To create an invoice from the Dashboard, head over to Dashboard, select the + icon and then click on "Invoice". Next, enter in the customer name, click the "Miscellaneous" tab and then select "Create Draft Invoice".