ForemanFOREMAN

Create & send invoices

Build an invoice from your budget, set the due date, and send it to your client with a payment link — all from the project's Records.

An invoice is a Record, so you build it the same way you build any other Record — from a project, in a split-pane editor. You can type line items by hand or pull them straight from the project's budget, then send it to your client with a single recipient and an optional pay link.

Start a new invoice

  1. From the sidebar, click Records.
  2. Click New and choose Invoice (or a kind like Progress Bill) from the menu.
  3. Pick the project this invoice belongs to.

Foreman creates an empty draft the moment you land in the editor, so there's always something to edit. It's numbered automatically (for example CF-001) and starts in Draft.

Add line items from the budget

  1. In the editor, click Pick from budget (also shown as "Add from budget").
  2. Check the budget items you want to bill.
  3. For each row, set the amount or the percent to bill — bill 100% or a partial amount for progress billing. You can also set one percent across every selected item.
  4. Click Confirm.

Note

Lines pulled from the budget stay linked to it, so what you invoice rolls up into the budget's Invoiced and Collected columns. You can also type free-form lines directly in the editor.

Set the details

  1. Edit the invoice title at the top of the editor.
  2. Set the Issue Date and Due Date.
  3. Add Notes for the client and Payment Instructions if you collect by check, Zelle, or another method.

Totals (subtotal, tax, and total) recalculate as you edit.

Send it to your client

  1. In the right-hand panel, add a recipient — search your contacts or type a name and email to create one.
  2. Click Send Invoice.

Sending emails your client a PDF copy with a link to view (and pay, if you've enabled a pay link), grants that contact access to the project, and moves the invoice to Sent. When they open it, it flips to Viewed.

Note

Once sent, the line items lock. The editor swaps to the finalized PDF, and the side panel keeps the payment controls. To change billed lines on a sent invoice, remove its payments first, or void it and start a new one.

Frequently Asked Questions

Can I download the PDF without sending?

Yes. Click Download PDF in the side panel at any time.

How do clients pay?

If you've connected Stripe, the emailed invoice includes a Pay Online button. Otherwise, include a payment link or instructions, and record the payment yourself when it arrives. See Manage payments.

NextManage payments