Create and send invoices for clients or client groups using itemized or single-line formats. You can add services, hourly time entries, discounts, and write-ups/write-downs—all from a single invoice flow.
Heads Up!
Group Billing is only available in the new CRM.
If your account does not support Client Groups, this option will not appear.
👉 In-app guide: You can follow an in-app guide to Create an Invoice by clicking here.
Why this Matters
Invoices in Canopy support detailed time billing, flat-fee services, and consolidated group billing—while keeping outstanding balances and credits visible to help you bill accurately and efficiently.
Table of Contents
Create a Single Invoice
Need a recurring invoice instead? See Create a Recurring Invoice.
Click the Global Plus button.
Select Invoice from the slide-in menu.
Select Single Invoice.
Search for and select a Client or Client Group.
Add a Description (optional).
Enter an Invoice # (optional).
If left blank, Canopy automatically assigns the next sequential number.
Manually entered invoice numbers do not affect future numbering.
As needed, update the Invoice Date.
Defaults to the current date.
As needed, update the Payment Terms.
When you select a Terms option:
Canopy automatically calculates and sets the Due Date
Changing the terms updates the due date instantly
The terms appear on the invoice so clients know exactly when payment is expected
👉 Canopy Tip: Want your invoices to start with a specific number? You can change the invoice number sequence one time. See Set Default Invoice Settings for instructions.
Configure Invoice Layout and Settings
Click the Gear icon.
Choose which columns appear on the invoice:
Service, Client, Description, Quantity, Rate, Assignee, Date, Task, Subtask, Discount, Tax
Select how line items are displayed:
Separated or Grouped
Toggle Client Notes and Terms & Conditions as needed.
Click Save.
Good to know:
The columns you enable here control what appears on the final invoice sent to clients.
Add Services and Line Items
Enter a Service Item.
Fill out the visible columns.
Fields auto-populate based on the selected service.
Click + Add line item to include additional services.
Reorder line items as needed.
Best practice:
Include as much detail as possible—such as date, task, and assignee—to improve invoice clarity and reporting accuracy.
Add Saved Time and Expenses
Click + Add saved time and expenses.
Select the time entries you want to invoice.
Click Invoice Entries.
Important Behavior to Know
Detailed time entries (date, task, assignee) appear directly on invoices and support more accurate Team Member Productivity reporting.
You can apply targeted write-ups/write-downs (WUWD) to adjust amounts based on work completed by specific team members.
Grouped time entries
If line items are grouped by service item:
Quantity and Rate may be locked.
To change the quantity, update the underlying time entry.
To adjust the rate, use the WUWD field.
In some cases, grouped time entries still allow rate overrides to support client-specific pricing.
👉 Learn more: See this article for examples and best practices.
Good to know:
Outstanding client credits—including invoices synced from QBO—are visible directly on the invoice.
Use a Single-Line Invoice
Single-line invoices show only a description and total amount.
Toggle Single Line Invoice on.
Enter a Description to replace service and time entry details.
Apply a discount if needed.
Heads up:
When Single Line Invoice is enabled, services and time entries cannot be edited. Toggle it off to make changes.
Preview and Send the Invoice
Click Preview to review the invoice.
The preview shows the client’s total outstanding balance and invoice history.
Click Send.
Alternatively, you can Save, Download, or Print the invoice.
Note:
All contacts invited to the client portal receive a notification when an invoice is sent.
Summary
Group Billing is supported only in the new Client and Contact Structure.
Invoices can include services, time entries, discounts, and WUWD
Detailed time entries improve reporting and productivity insights
Single-line invoices simplify presentation when itemization isn’t needed
Need help?
Contact Support or ask Penny, our AI Knowledge Companion, for assistance.