Invoices that you create in Joist will be stored in your invoice list.
Use the links to jump to instructions for:
iOS
Step 1: 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.
Step 2: To create a new invoice, tap the + button in the top right corner of the screen. You will see 3 different options to create an invoice:
Option 1:
Tap New Invoice to manually input all your invoice information. This will open the Edit Invoice screen, where you can add a Client, Line Items, Photos, and more.
Option 2:
Tap Invoice with AI to start your invoice creation with a text or voice prompt describing who and what the invoice is for. Once you enter the invoice prompt and generate the draft preview, you can add additional details. Learn more about Invoice with AI
Option 3:
Tap Use a Template to chose from your list of invoice project templates. Learn more about how to create Project Templates.
Check the Creating Estimates and Invoices section of our support page for all the ins and outs of everything you can do there.
Step 3: 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
Step 1: 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.
Step 2: 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.
Step 3: 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
Step 1: 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.
Step 2: To create a new invoice, you have 2 options:
Options 1:
Click the Create New 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.
Option 2:
Click the dropdown arrow beside Create New, then click on Invoice with AI to start your invoice creation with a text or voice prompt describing who and what the invoice is for. Once you enter the invoice prompt and generate the draft preview, you can add additional details. Learn more about Invoice with AI
Check the Creating Estimates and Invoices section of our support page for all the ins and outs of everything you can do there.
Step 3: 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.