Create Invoices

Review the invoice workspace and prepare a new invoice safely before customer delivery.

Last updated: May 12, 2026

Verified console walkthrough

This guide is based on a browser-recorded walkthrough in the rebuilt DrillerDB console. When a step can send, submit, export, or change account access, the guide calls out the review boundary.

Create Invoices: recorded walkthrough

Use the Invoices workspace to review invoice status, search customer billing records, and prepare new invoice records. Creating an invoice changes billing data, while reminders, exports, and sends can be customer- or accounting-visible. This guide creates one invoice and does not send it to the customer.

Quick Start

Open Invoices.
Review totals, status filters, search, date filters, and invoice rows.
Use reminders, voids, exports, and customer links only after billing review.
Open Create Invoice when the office needs to prepare a new invoice record.
Fill invoice number, dates, line items, quantity, unit price, and notes.
Click Create Invoice after the billing record has been reviewed. Sending it to the customer is a separate step.

Step-by-Step: Create Invoices

Open Invoices

Open the Invoices workspace to review totals, unpaid invoices, paid invoices, outstanding balance, filters, and the invoice table.

Invoices workspace showing summary cards, status filters, search, date filter, export controls, and invoice rows.

Filter or search invoices

Use status tabs, search, and date filters to narrow the list before opening a customer invoice, sending a reminder, voiding, or exporting records.

Exports, reminders, voids, and customer invoice links are real billing actions. Review filters before touching those controls.

Invoices workspace with status and date filters visible for narrowing invoice records.

Open Create Invoice

Click New Invoice. Every invoice starts from a project or a Pump/Service job: pick one under Choose what to invoice, or create a project. You can also bill from the job itself: the Invoice tab on a project or work order builds the invoice right there, and Create Invoice at the top of a work order opens this form with the job already chosen.

Create Invoice page showing invoice details, line items, notes, cancel, and Create Invoice controls.

Fill invoice details and line items

Check the suggested invoice number and the invoice date, and set a due date if your payment terms did not fill one. For each line, enter a description, quantity, unit, and unit price. Total before tax updates as you type; sales tax and fees are added when the invoice is created. Add optional notes that print on the invoice.

Project and Pump/Service invoices should be based on reviewed job data, not a rough estimate.

Create Invoice page filled with example invoice number, due date, line item, quantity, unit price, notes, and calculated total.

Create only after billing review

Check the customer, invoice number, dates, line items, total, and notes, then click Create Invoice. The invoice opens as Pending with its balance due. Sending it to the customer is a separate step.

Customer delivery is a later send step. Create the invoice only after the billing record itself is correct.

Create Invoice page filled in for final review, with Create Invoice ready to click.

Billing-record boundary

This guide creates one invoice. It does not send a reminder, void a record, export billing data, or send customer communication.

Use Create Invoice only after the customer/source context, invoice number, dates, line items, total, and notes are correct. Customer delivery remains a separate send review.