You will create a customer invoice your facility can send, save for review, or charge when payment processing is set up.

Use this guide when someone owes your facility money for storage, detailing, transport, event fees, amenities, or another one-time charge. A good invoice uses plain language, correct totals, and the right payment option so the customer can pay without calling your office.

When to use an invoice (instead of a quote or recurring charge)

Before you start

• The customer exists in Contacts. If not, add them with Add a customer.
• The customer's email is correct if you plan to email the invoice.
• You know what you are charging for, the amount, quantity, and whether tax applies.
• Optional: reusable pricing exists in Products & Services so you do not retype line items each time.
• Payment processing is connected in Settings > Billing if you plan to send or charge online. Your team can still save a draft without it.

Open the Invoices page

1. Sign in to your facility dashboard.
2. In the left sidebar, click Payments.
3. Click Invoices, or go directly to Payments > Invoices.

Expected result: You see the Invoices page. Tabs near the top may include All, Customer, and Vendor. Customer invoices are bills you send to customers.

1. Click Customer (recommended)

   Click Customer so the list shows only customer invoices. This reduces confusion with vendor bills your facility receives from outside providers.

   Expected result: The table shows customer names, invoice numbers, status, amounts, and dates.

Start a new invoice

1. Click Create invoice

   In the top-right area of the page, click Create invoice.

   Expected result: A window titled Issue Invoice opens.

Choose the customer

1. Search for the customer

   Click the customer field and type a name or email. Select the correct person or company from the list.

   Why this matters: The invoice, payment history, and customer portal all connect to this customer record. Choosing the wrong customer causes payment and email problems later.

2. Confirm the email on the right

   After you select a customer, check that the email shown looks correct. This is often where the invoice email will be sent.

   Expected result: The customer name and email match who should receive the bill.

Choose how the customer will pay

Before you add line items, pick what should happen after you create the invoice. The labels may vary slightly, but most facilities see options like these:

1. Pick the payment behavior

   Select the option that matches your facility's policy and what the customer agreed to.

   Expected result: The rest of the form updates to match your choice (for example due date or payment method fields).

2. Set the due date when asked

   Choose when payment is due. Storage facilities often use the end of the month or a date written in the storage agreement.

   Expected result: The due date appears on the invoice the customer sees.

Add line items (the charges)

A line item is one charge on the invoice.

1. Add the first line item

   Choose a saved product or service from your list, or add a custom line item if your team allows it.

   Use names the customer will recognize, such as May 2026 Climate Controlled Storage, Premium Detail — Porsche 911, or Transport to Werks Reunion.

2. Check quantity, price, and tax

   Review quantity, unit price, and tax for each line. If the charge covers more than one car or month, make sure the quantity is correct.

   Expected result: Each line shows a subtotal that makes sense for that charge.

3. Add more lines if needed

   Click to add another line item for separate services (for example storage plus detailing on the same invoice).

Review totals before you finish

1. Check subtotal, tax, fees, and total

   Look at subtotal, tax, any processing fee, and the final total. This is your best chance to catch a mistake before the customer sees the invoice.

2. Click the final button

   Click the button at the bottom of the window. The label depends on what you chose—for example Send invoice, Charge now, or Save draft.

   Expected result: The window closes and a success message may appear.

What success looks like

• The invoice appears on Payments > Invoices (Customer tab).
• The Status column shows where things stand—often Draft, Open, Paid, or Waiting for customer.
• If you sent the invoice, the customer can open the link from their email to review or pay.
• Your team can open the invoice later to resend, collect payment, or record cash/check—see Send and collect customer payments.

Common mistakes to avoid

• Do not bill the wrong customer—double-check the name and email before sending.
• Do not use a recurring product for a one-time charge unless that is intentional.
• Do not send the invoice until the total, tax, and due date are correct.
• Do not choose Charge on file unless your team has permission to use the customer's saved payment method.

Troubleshooting

What to do next

• Invoice created and you need to collect payment → Send and collect customer payments
• Same charge every month → Manage recurring billing
• Customer should approve pricing first → Create a quote
• Building reusable pricing → Manage products and services