Invoicing Overview


In Simpro Premium, an invoice is a list of goods sent or services provided and the sum due for these from your customer. After you have approved, emailed, and received payment for an invoice, you can apply the payment to the invoice in Simpro Premium.

You can also raise customer credit notes against invoices in Simpro Premium to record credited or voided invoices. Learn more in How to Raise a Customer Credit Note.

Click to view the Invoice Types diagram below to learn which invoice is applicable for your different projects.

A table displaying the different invoice types.

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

You can also see How to Set Up Request For Claim Forms to learn how to set up how your requests for claim appear.

US only: If you use Simpro Premium in the United States, the terms 'progress invoice', 'deposit invoice' and 'final invoice' are used instead of 'progress claim', 'deposit claim', and 'final claim'.

Please ensure your job values are accurate and up to date prior to invoicing. Once you have created an invoice, you can only adjust values by beginning the audit process and voiding the invoice.