All Collections
Invoices
How to create an invoice?
How to create an invoice?

LSP.expert allows to create invoices in just a few clicks.

Caroline Bries avatar
Written by Caroline Bries
Updated over a week ago

➡️ If you're using LSP.expert V1, click here.

You have two options to easily create an invoice:

  • When you're in the job, click on Actions > Create invoice.

  • Even easier: When you're in your list of jobs, select all the job(s) you want to invoice and click on Actions > Create invoice(s). It also works if you select jobs for different clients (in that case, one invoice will be created for each client).

Whatever the option you choose, you'll arrive in the invoice screen, where you can edit the details and the billing options of the invoice, add lines and jobs, create a PDF document, send the invoice by email, etc. (To know how to send your documents through LSP.expert, see this article: https://help.lsp.expert/en/articles/735154-can-i-send-my-documents-directly-from-lsp-expert-to-my-clients.)


If you're using LSP.expert V1

You have two options to easily create an invoice:

  • When you're in the job, you click on Create > An invoice.

  • When you're in the list of jobs, you select the job(s) you want to invoice and you click on the arrow > Invoice selected jobs. It also works if you select jobs for different clients (in that case, one invoice will be created for each client).

Whatever the option you choose, you'll arrive in the invoice screen, where you can edit the details of the invoice and jobs, add lines and jobs, create a PDF document, send the invoice by email, etc.

There is a third option to create an invoice, but it might take a bit longer. You can create an invoice "from scratch" by clicking on Add an invoice when you're in the list of invoices. You then arrive in a blank invoice where you can add lines and jobs (by clicking on the Add button).

Did this answer your question?