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How to Create an Invoice
How to Create an Invoice

You can create an invoice in UpKeep to download or print by billing your customer for a work order

Jason Visenberg avatar
Written by Jason Visenberg
Updated over a week ago

Available On: Lite, Starter, Professional and Business Plus


Looking for a way to bill your customer for a Work Order? Well, using our web application you can quickly create an invoice to download or print to distribute. This article explains how to create Invoices on the web application.


How to Create an Invoice to Print

  1. Click on your desired Work Order

  2. Select the Three Vertical Option Dots

  3. Select Invoice PDF

  4. Fill out the forms

  5. Select to either Preview or Save the Invoice

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