In this article, you will learn how to create and send invoices to your clients in Workiz.

Workiz allows both field techs and office dispatchers to easily create and send invoices to clients.

There are many ways to create an invoice in Workiz. Here, we will focus on two methods: Creating an invoice from a job and creating a standalone invoice.

Creating an invoice from a job

Job-connected invoices are linked directly to a job in your account. This ensures all your work details, payments, and communications stay organized in one place. You’ll want to use this option when:

• The invoice is for work performed in the field or through a scheduled job

• You want to track technician performance or job profitability

• You rely on reporting, automations, or workflows that depend on job data

This method gives you a complete picture of every service from start to payment and keeps your reporting and workflows accurate.

1. Open the job you want to create an invoice for
2. Select Create invoice
   
   

If the job already includes saved items, they’ll be automatically carried over to the new invoice. Because the job and invoice are linked, any changes you make — such as adding or removing items — will automatically update on both.

To learn more about adding items to your invoice, please see this article. 

Creating a standalone invoice

Standalone invoices are created independently — meaning they’re not tied to any specific job or lead.
This option is great when you need to bill for something quickly or outside your regular job flow, such as:

• Charging for a one-time sale or product that doesn’t require a service visit
• Billing internally or for administrative fees not associated with a job
• Creating invoices for walk-in or repeat customers without logging job details each time

It's important to note that standalone invoices will always remain independent of any job. They cannot be linked to a job after they have been created. If you anticipate that this may cause issues in the future, consider disabling the ability to create standalone invoices. To learn more about preventing standalone invoices, please see this article. 

1. From the sidebar menu, select Create new > Invoice
   
   
2. Search for an existing client or add a new one
   

Adding items to an invoice

1. Select Add item 
2. Choose the item you want to add 
3. Repeat Steps 1–2 until you have added all of your items

Setting a due date for an invoice

Due dates for invoices will depend on whether they are standalone or job-connected invoices. 

Standalone invoices will always follow the default payment terms you have saved in your account settings, or specific payment terms you have for a client (e.g., net 15, net 30, etc.). This will be calculated from the day the invoice was created. 

Job-connected invoices follow a similar logic, but can be calculated from the job creation date, job scheduled date, or invoice creation date. This can be controlled from your account settings. 

You can also manually adjust the due date for an invoice right from the invoice itself.

1. Select the field next to Due
   
   
2. Choose the number of days you want to add to your due date and select OK

Adding extra information to an invoice

1. Under Notes, enter any relevant notes for this invoice
2. Next to Invoice Attachments, select Upload to include files relevant to this invoice

Sending an invoice and requesting payment

1. Once you have added all the items for this invoice, select Send
2. Send your invoice:
   1. From (email only)
   2. To (email only)
   3. CC (email only)
   4. Subject (email only)
   5. Phone (text message only)
   6. Message (email and text)
   7. Let client pay deposit online: Choose whether you want your client to be able to pay a deposit online
   8. Request signature
   9. Advanced: Select Advanced and choose all of the estimate details you want your client to see
   10. Select Send Email or Send Text as desired

What your clients will see

Your customers will receive an email or text message that includes your message and a link to view the invoice in the Workiz client portal.

Your invoice will automatically be marked as sent after you send it to your client. You will also see a timestamp of when the invoice was sent.