Invoices - Create and send an Invoice


This article applies to:

Send professional invoices and track their status in one central location. Automatically send a follow up email once the customer pays an invoice.  You can also send an invoice directly from a Contact Record


Create an invoice

As you create and edit your invoice, your changes will automatically be saved.

  1. Navigate to Money

  2. Click Add

  3. Select Invoice

  4. Select a contact

  5. Change the Due by date by clicking the date and selecting your desired date

  6. Click Add a line item

  7. Select a product or service or create a new one

  8. Edit the price or quantity of the item, if desired
    Note: Pro and Max customers can add recurring charges to an invoice

Add a discount or request a deposit

  1. Select Add a discount or Request deposit
Discount
Deposit

  1. Add the discount or deposit amount either a percentage or dollar amount
Discount
Deposit

If necessary, click the trash can to remove the discount or deposit amount


Add sales tax

  1. After adding a product to an invoice, click + Add sales tax
  2. Select the appropriate sales tax or create a new sales tax
  3. Click Save
  4. The tax rate will be applied to the specific line item
  5. Any taxes included on the invoice will be displayed in the summary at the bottom of the invoice


Accept online payments (credit card and PayPal)

  1. Click the Accept credit cards or Accept PayPal toggle to enable or disable each payment method
  2. If both options are enabled, your customer will be able to choose which payment method to use
    Credit Card

    PayPal
  3. If neither credit card or PayPal are enabled, your customer will have an option to print an invoice


Add notes and terms

You can enter notes and terms at the bottom of your invoice.


Attach files

Any attached files will be included in the email to your client and saved to the contact record for future reference.

  1. Click Attach a file
  2. Drag and drop the file into Keap or click to browse your computer
  3. The attached files will be listed at the bottom of the builder


Review and send your invoice

  1. Click Next when you're finished creating the invoice
  2. Click See invoice preview to see what your customer will see when they open the invoice
  3. Choose to send your invoice by email or text (Keap Business Line required)
    or copy a link to share directly with your customer


Send invoice via email or text

  1. Customize your email or use an email template
  2. Click Send
  3. Or click the "Text" toggle to send the quote as an SMS
    Note: Sending a quote via SMS requires Keap Business Line
  4. Customize the pre-written message as needed and click "Send"


More actions

The Invoice "More Actions" drop down includes:

  1. Preview invoice - See what your customer will see when they open your invoice
  2. Copy invoice link - Get a direct link to your invoice that can be shared with customers
  3. Add a payment - Manually take a payment for an invoice
  4. Print invoice - Print a copy of the invoice or save it as a PDF
  5. Delete - Delete an invoice in Draft or Sent status

Note: Once the invoice is Paid, the Add a payment and Delete options will not be available.

View and search recent invoices

You can view your recent invoices and search all invoices from the Money page's Invoices tab. Your most recent invoices are listed first.

You can search by the invoice's number, status, due date, date created, amount or the contact's name.

FAQ

Can I schedule invoices to be sent at a future date?
You cannot schedule the invoice email to send at a later date.

Can I schedule recurring invoices?
No, but you can create a Recurring Payment for transactions that should occur on a regular schedule. 

Can I edit an invoice after I’ve sent it?
Yes, you can edit an invoice after it’s been sent. After making edits, you must to re-send the invoice for your client to get the most up-to-date copy.

Can tax be applied to an invoice?
Yes, you can add line items for sales tax as needed. See our Add sales tax article for more information.

Will invoices trigger automation?
You can use the purchase goal with invoices so that a successful credit card payment results in that goal being triggered.

Are there any fees associated with Keap Invoices?
Payments processed via invoices are subject to the merchant transaction fee associated with the payment processor.