Creating Invoices from Quotes or Jobs

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.