Issued Invoices

Send invoices to your clients and track payments.

Creating an Invoice

Go to Finances

Navigate to Finances → Issued Invoices.

Click New Invoice

Click + New Invoice.

Enter Client Info

• Client name
• Client email
• Billing address

Add Line Items

For each charge:

• Description
• Quantity
• Unit price
• Tax (if applicable)

Set Terms

• Due date
• Payment terms (Net 30, Due on receipt, etc.)
• Notes or special instructions

Save or Send

• Save Draft - Finish later
• Send - Email to client

Invoice Statuses

Sending Invoices

Email

Send directly from BuildVision:

1. Open invoice
2. Click Send
3. Verify email address
4. Add message (optional)
5. Send

Client receives email with invoice link.

Share Link

Get a link to share:

1. Click Share → Copy Link
2. Send via any method
3. Client can view and pay

PDF Download

Create PDF for manual sending:

1. Click Export → PDF
2. Download
3. Attach to your own email

Recording Payments

When client pays:

Open the Invoice

Find and click the invoice.

Click Record Payment

Click Record Payment.

Enter Details

• Amount received
• Payment date
• Payment method (check, credit, ACH)
• Reference (check number, transaction ID)

Save

Invoice updated with payment.

Partial Payments

Record each payment as received:

• Running balance shows remaining
• Marked "Paid" when fully received

Progress Billing

For long projects, bill in stages:

Setting Up Progress Billing

1. Create invoice for first billing
2. Reference phase/milestone
3. Send when milestone reached
4. Repeat for each phase

Example Structure

Invoice Templates

Creating Templates

Save common invoice formats:

1. Create an invoice
2. Click Save as Template
3. Name the template
4. Reuse on future invoices

Template Suggestions

• Progress billing - Staged payments
• Time & materials - Hourly plus costs
• Fixed price - Lump sum
• Maintenance - Recurring service

From Quotes

Convert accepted quotes to invoices:

1. Open accepted quote
2. Click Create Invoice
3. Choose items to invoice
4. Review and send

Line items transfer automatically.

Payment Reminders

Automatic Reminders

Enable in settings:

• Days before due
• Days after due
• Frequency

Manual Reminders

1. Open overdue invoice
2. Click Send Reminder
3. Customize message
4. Send

Reports

Revenue Reports

• Total invoiced by period
• By project
• By client
• Payment trends

Aging Report

Outstanding invoices by age:

• Not yet due
• 1-30 days overdue
• 31-60 days overdue
• 60+ days overdue

Client Statements

Generate statement for a client:

• All invoices
• Payment history
• Current balance

Next Steps

• Incoming Invoices - Track your bills
• Cash Flow - Money movement
• Quotes - Create estimates first