Creating and Managing Invoices

The Invoices feature allows you to generate, manage, and send invoices to your clients quickly and professionally.

Creating an Invoice

You have two ways to create an invoice:

1. From a project by clicking Generate Invoice

2. Directly from the Invoices section by clicking Add Invoice

When creating an invoice manually:

• Select the client

• Select the property the invoice is for

• Enter the invoice title

• Add the invoice number

• Specify the issued date and payment due date

• Optionally, add a note for your team or attach files

Adding Line Items

Include all charges related to the work:

• Services

• Materials

• Other fees

You can also add a discount:

1. Click Add Discount

2. Choose between a flat amount or a percentage

3. Enter the value

Sending the Invoice

Once your invoice is ready, you can send it to your client:

• Email

• SMS

Your client will receive a link to view and pay the invoice online, making the payment process fast and simple.

Creating invoices in SolvGo is easy, organized, and ensures professional billing for your business.