How do I create an Invoice?
Updated over a week ago

Invoices that you create in Joist will be stored in your invoice list.

Use the links to jump to instructions for:

iOS

Tap the Invoices icon in the navigation bar at the bottom of the screen to get to your invoice list. If you've never created an invoice before, this list will not contain any invoices just yet.

To create a new invoice, tap the + button in the top right corner of the screen.

This will open the Edit Invoice screen, where you can add a Client, Line Items, Photos, and more. Check the Creating Estimates and Invoices section of our support page for all the ins and outs of everything you can do there.

When you are finished building your invoice or just want to save your progress for now, tap the Save button in the top right corner. You can now either send your invoice to your client, continue editing, or come back to the invoice list to take action later.

Android

Tap the Invoices icon in the navigation bar at the bottom of the screen to get to your invoice list. If you've never created an invoice before, this list will not contain any invoices just yet.

To create a new invoice, tap the Green Circle button in the bottom right corner of the screen.

This will open the Edit Invoice screen, where you can add a client, Line Items, Photos, and more. Check the Creating Estimates and Invoices section of our support page for all the ins and outs of everything you can do there.

When you are finished building your invoice or just want to save your progress for now, tap the Checkmark button in the top right corner. You can now either send your invoice to your client, continue editing, or come back to the invoice list to take action later.

Web

Click the Invoices button in the lefthand menu to get to your invoice list. If you've never created an invoice before, this list will not contain any invoices just yet.

To create a new invoice, click the New Invoice button in the top right corner of the screen.

This will open the Edit Invoice screen, where you can add a Client, Line Items, Photos, and more. Check the Creating Estimates and Invoices section of our support page for all the ins and outs of everything you can do there.

When you are finished building your invoice or just want to save your progress for now, click the Save button in the top right corner. You can now either send your invoice to your client, continue editing, or come back to the invoice list to take action later.

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