Heads Up! If you see features in this article that aren’t in your account, this article may be what you're looking for instead.
In-App Guide: You can follow an in-app guide to Create an Invoice by clicking here.
Time entries, services, and user rates can all be added to an invoice in Canopy. They can show an itemized breakdown or a single-line invoice.
For information about how to create a Recurring Invoice, follow the Create a Recurring Invoice article.
Create an Invoice
1. Click the Global Plus (+) Button.
2. Select Invoice from the menu.
3. Select Single Invoice, then click Continue.
4. Search for and select a Client for the Client Name.
5. Add Description (optional)
6. Enter an Invoice #.
Important: Changing the invoice number will not affect the numbering of future invoices, which will continue from the original sequence.
Canopy Tip: Want your invoices to start with a specific number? You can change the invoice number sequence, but this can only be done once. For instructions, click here!
7. As needed, change the Invoice Date.
The date will automatically be set to the current date.
8. As needed, change the Terms for when payment is due.
The Due Date will automatically update to reflect changes to the Terms.
9. Click the Gear icon for Layout and Settings.
Column options are Service, Description, Quantity, Rate, Assignee, Date, Task, Subtask, Discount, and Tax.
Click Done to update the visible columns.
These are the columns that will be visible on the final invoice.
Confirm how the line items are organized by selecting either Separated or Grouped.
As needed, toggle Client Notes or Terms and Conditions to be visible on the invoice.
Fill out applicable information.
Click Save.
10. Complete your line item invoice information.
Input a Service Item.
Fill out each visible column.
The columns will automatically update to reflect the service item's information.
As needed, click Add line item to add an additional service to the invoice.
Reorder items as needed.
Good to Know: We recommend that your firm add as much detail as possible when creating invoice items. Invoice details such as the date, the task name, and the assigned team member, can be made visible on invoices by configuring the invoice settings from Step 9.
12. As needed, click Add saved time or expenses to add previously saved time entries/expenses to the invoice.
On the saved time screen, check each time entry you want to add to the invoice.
Click Invoice Entries to add the selected entries to your invoice.
Heads up! Want to know more about invoicing time entries? Read our article: Add Time Entries to an Invoice. To jump directly to information about the WUWD column, click here!
Best Practice: Level up your reporting game by adding more details to invoices! When creating an invoice, you'll now see four additional columns: Assignee, Date, Task, and Subtask. These columns will autofill with the information from added time entries.
Good To know: Practitioners will be able to see all outstanding credits for a client right within the invoice.
Apply the credit by selecting the credit you would like to add to the invoice.
Please Note: Firms with QBO integration do not have this ability.
13. Toggle Single Line Invoice to create an invoice that shows only a description and the totals due.
After toggling Single Line Invoice, you will not be able to edit your service items and time entries. To edit services again, toggle Single Line Invoice to off.
Enter a Description for the Single Line Invoice. Your description will be shown in place of the services.
Enter a discount if applicable.
14. Click Preview to see how your invoice will look.
At the bottom of the invoice preview, the client's total outstanding balance is shown, with the invoice history located directly beneath.
15. Click Send to send your invoice to your client.
Alternatively, you can Save, Download, or Print the invoice by clicking on the associated icon.
Note: All contacts invited to the client portal will be sent a notification email when a new invoice is sent to the portal.
Outstanding Balance Banner
On the Home tab of the Client Record, you'll see a banner at the top of the page displaying the total outstanding balance from all unpaid invoices.
When you click View Outstanding Invoices, it will direct you to the Billing tab in the client record, where you can see all of the client's outstanding invoices.
