Create an invoice from a job

Invoices pull from the job's time entries, materials, and approved change orders automatically. You don't re-type anything. This is one of the biggest single time-savers in the platform — what used to take 30 minutes of spreadsheet math now takes 90 seconds of review.

Generate

From the job, click New Invoice. You'll see three template choices:

• Deposit — for the upfront ask before work starts. Usually a percentage of the estimate total, with a description that explains what the deposit covers.
• Progress — for milestone billing during a longer job. Picks up approved time + materials + change orders since the last invoice. Used for T&M and milestone-based work.
• Final — for closeout. Picks up everything not yet invoiced, applies any deposit credit, and shows the customer the final number.

Pick the template that matches your billing model. Construction Scope doesn't force one — solos often do final-only, GCs often do progress, remodelers often do deposit + final.

Review and adjust

Every line is editable before send. The most common adjustments:

• Edit the description — replace cryptic time-entry notes ("5/12 work") with customer-friendly summaries ("Demolition of existing tile and subfloor").
• Apply a discount — for goodwill, referral credits, or rounding down to a clean number. Discount can be a percentage or a dollar amount, applied as a separate line.
• Bundle similar lines — if you have 14 small material line items, you can roll them into one "Materials" line with a description of what's included. Customer sees a cleaner invoice; you still have the detail in the audit trail.
• Add custom lines — for things that didn't get tracked elsewhere, like a per-job freight fee or a equipment day-rate.

The PDF preview updates as you edit, so you can see what the customer will see before you send.

Set payment terms

Default is Net 14 — payment due 14 days after invoice date. You can change to Net 7, Net 30, Due on receipt, or a custom date per invoice. The due date appears prominently on the customer-facing PDF and triggers the auto-reminder cadence if you have it on.

Send

Click Send. Invoice goes by email with the PDF attached and a Pay button. Customer taps the button, picks ACH or card, pays, gets a receipt. The Payment record creates itself, the invoice flips to Paid, and you get a notification — all without you touching the keyboard again.

If you'd rather hand the customer a printed invoice (some still prefer it), use Download PDF and print. You can still record manual payments against the invoice when the check arrives — the workflow handles both modes equally well.

Common invoicing mistakes

• Waiting until job close to invoice everything at once. Customers feel ambushed by a big final number, and you wait longer to get paid. Bill progress on T&M work weekly, milestones on fixed-price work.
• Forgetting to apply the deposit credit on the final invoice. The deposit doesn't reduce the final amount unless you check the Apply deposit credit box (it's checked by default; just don't uncheck it).
• Sending invoices with cryptic line descriptions copied from internal time entries. Take 30 seconds to rewrite them in customer language. Approval and payment come faster.
• Not separating taxable from non-taxable items. Labor and materials are taxed differently in many states. The default tax setting applies to all lines; check before sending or some lines will be over/under-taxed.