Creating Invoices in Inspect Point - Backend

🧾 Creating Invoices in Inspect Point

Invoices can be created in several ways, depending on your workflow. Users can: 

1. Convert an inspection, proposal, or work order to an Invoice
2. Generate a one-off Invoice that is not tied to a job 
3. If enabled, technicians can create invoices in the field 

Regardless of how the invoice is created, all details can be reviewed and edited before saving and/or sending.

This article covers how to manually create a one-time invoice, including how to convert a job or proposal to an invoice, and provides a reference table for all available invoice fields.

For recurring invoices, see: Recurring Invoicing Overview.

📝 How to Create a New Invoice

1. Go to Invoices tab on the navigation bar
2. Click + New Invoice
3. Select the invoice source — choose whether you’re invoicing from a Building or an Account
   • If you start from a Building’s Invoices tab, you will not need to select the building; it will auto-populate.
4. If Recurring Invoicing is enabled, choose 
   • If recurring is disabled, the invoice creation screen will appear immediately.
5. Select the Building or Account, depending on the invoice source, from the Property dropdown
   • Any customer-specific configurations (e.g., overrides, price lists, or custom terms) will auto-fill once the customer is selected.
     • Example: Default terms may be Net 30, but if a customer has custom terms like Due on Receipt, those will apply automatically once the customer is selected.
6. Add the Invoice Details 
   • Many fields will auto-populate based on your settings or the customer record.
   • All fields can be reviewed and updated as needed before saving/sending.
7. Complete the Invoice - Save & Send 
   • Once all invoice details are complete, you have two options:
     1. Save - Saves the invoice to your Invoices tab, you can return later to edit or send. 
     2. Save & Send - Saves your work and immediately opens the Send Email modal so you can send the invoice to your customer.

💰 How to Convert an Inspection, Proposal, or Work Order to an Invoice 

1. Start on the Detail Screen of the Job or Proposal 
2. Click the + Create dropdown in the upper-left 
3. Select Invoice 
4. Complete the Invoice Details 
   • You will not select a property—the property and customer information from the original item automatically maps to the invoice.
   • Any materials, services, pricing, or line items added on the original job or proposal will carry over and appear on the invoice for review. You can update quantities, pricing, or remove items as needed before saving.
   • If converting an inspection to an invoice, the inspection must have a price assigned. If not, after selecting + Create → Invoice, a pop-up modal will appear prompting you to enter pricing. Once a price is added, you can proceed with creating the invoice.
5. Complete the Invoice - Save & Send 
   • Once all invoice details are complete, Save or Save & Send. 

Inspection —

Proposal —

Work Order —

📋 Invoice Fields

📚 Resources 

👉 Feature Overview: Invoices
👉 Invoice Settings 
👉 Invoice Categories 
👉 Feature Overview: Recurring Invoices 
👉 Feature Overview: Customer Portal 
👉 Understanding the Accounts & Buildings Contact Hierarchy 
👉 How to Set and Manage Contact Roles in Inspect Point