Invoices

Invoices let you bill customers for products and services from one place in HLB. You add the customer and line items, set payment options, save, preview and send the invoice by email or text.

For a local service business, that means you can bill a finished job, split a bigger project into scheduled payments, or attach photos and terms so the customer gets everything in one message.

To create a one-time invoice:

• Go to Payments > Invoices & Estimates > All Invoices, click + New, then New Invoice.
• Select the customer and review the invoice number, issue date and due date.
• Add products from your list, or create one on the fly by typing its name.
• Apply discounts, taxes, a payment schedule, late fees, processing fees, tips, terms or attachments as needed.
• Save, then open the three-dot menu next to Save and choose Preview to check the accurate customer view.
• Send the invoice.

The editor shows a live preview as you work, but it can contain placeholder data, so use the dedicated Preview before sending. For billing that repeats on a schedule, use a recurring invoice instead.

Each invoice can carry up to 10 attachments with a 20 MB combined limit. Attachments go out with the first email only, not with reminders. If a customer has paid part of an invoice, you can still edit products, prices, taxes and the payment schedule while earlier payments stay in place, though the customer cannot be changed. You can also import many invoices at once from a CSV file, and download PDF copies of invoices and receipts.