How to Create a Tax Invoice

Overview

Create a tax invoice to claim all items, cost centres, and sections on a job.

You can also invoice a job per item to keep the cost centre/s unlocked and add additional billable items to the job.

To set up how your invoice forms appear when you email them to customers, see How to Set Up Invoice Forms.

US only: If you use Simpro Premium in the United States, the term 'invoice' is used instead of 'tax invoice'.