Invoicing & PaymentsBeginnerPro plan4 min read
Creating Invoices from Quotes or Jobs
Generate professional invoices with the full lifecycle — from draft to paid — linked to your quotes and jobs.
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Printforge's invoicing system handles the full lifecycle from draft to payment, with professional PDF generation and email delivery.
Creating an Invoice
There are three ways to create an invoice:
- From a quote — on the quote detail page, click "Create Invoice". Line items, client, and amounts carry over.
- From a job — on the job detail page, click "Create Invoice". The linked quote's details populate the invoice.
- From scratch — go to Invoices → New Invoice and build it manually.
Invoice Numbers
Invoices are auto-numbered with the format INV-YYYY-NNN (e.g., INV-2026-001). Sequential, unique, and professional.
Invoice Statuses
- Draft — editing, not yet sent to client
- Sent — emailed to the client, awaiting payment
- Paid — payment received (shows PAID watermark on PDF)
- Overdue — past the due date without payment
- Void — cancelled invoice
Sending Invoices
Click "Send" on the invoice detail page to email it to the client. The email includes a professional HTML template with the invoice details and a PDF attachment.
Marking as Paid
When you receive payment, change the status to Paid. The PDF regenerates with a green "PAID" watermark. This keeps your records clear for accounting.
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