--- title: How Do I Create and Edit an Invoice? description: Send an invoice to a homeowner outlining payment conditions and timeline. --- [Skip to content](https://support.sumoquote.com/how-do-i-create-and-edit-an-invoice#main-content) English Show submenu for translations [More support](https://support.sumoquote.com/kb-tickets/new?hsLang=en) ![SumoQuote-1024x511.png\]](https://support.sumoquote.com/hs-fs/hubfs/Partner%20Logos/SumoQuote-1024x511.png?height=50&name=SumoQuote-1024x511.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.sumoquote.com/kb-tickets/new) - Go to www.sumoquote.com Go to www.sumoquote.com How can we help you? - There are no suggestions because the search field is empty. 1. [SumoQuote Help Center](https://support.sumoquote.com/?hsLang=en) 2. [Financials](https://support.sumoquote.com/financials?hsLang=en) 3. [Invoicing](https://support.sumoquote.com/financials?hsLang=en#invoicing) # How Do I Create and Edit an Invoice? ## Send an invoice to a homeowner outlining payment conditions and timeline. **Get the Quote Signed First** Invoices pull information from your signed quotes to make invoice creation quick and easy. Make sure you have a signed quote in your project first. ### Create an Invoice 1. Open any project with a signed quote. 2. Click **Create Invoice** on a *signed quote*. 3. Edit the details of the invoice. 1. Add an **Invoice ID**. 2. Set an **Invoice date**. 3. Set a **Payment due date**. 4. Edit line items pulled from your quote as required. 5. Add any discounts or markups as required. 4. At the top of the page, click on **Page settings** to edit what information your customers can view regarding their line items (i.e. show quantity, unit price, or line total). Once you've toggled your options on or off, click **Save**. 5. When your invoice is complete, click **Preview Invoice** and choose one of the following: 1. Email the invoice directly to a customer by clicking **Send Invoice**. 1. Send to multiple email address by separating them with a comma. 2. Click **Send for signing** when you email is ready to go. 2. Download the invoice as a PDF by clicking the download icon from the PDF viewer. ### Edit Your Invoice Layouts Editing the invoice defaults of a layout allows you to use preset terms and notes in your invoices. 1. Go to **Configuration** > **Account Settings** >**Layouts** > **Reports** 2. Either under **My Layouts** or **Shared Layouts**, click the **pencil** icon beside the layout you wish to edit. 3. In panel on the left, under the heading **Pages**, navigate down the page and click on **Invoice Defaults**. 4. Enter your preset invoice terms and notes. 5. Click **Publish**. **Got QuickBooks?** SumoQuote's QuickBooks Online integration gives your business far more control of your invoicing process. [Learn more about how it works here.](https://support.sumoquote.com/quickbooks-online?hsLang=en)   - [Getting started](https://support.sumoquote.com/getting-started?hsLang=en#main-content) - [Onboarding](https://support.sumoquote.com/getting-started?hsLang=en#onboarding) - [Branding](https://support.sumoquote.com/getting-started?hsLang=en#branding) - [Setup](https://support.sumoquote.com/getting-started?hsLang=en#setup) - [Account Settings](https://support.sumoquote.com/account-settings?hsLang=en) - [Subscription](https://support.sumoquote.com/subscription?hsLang=en#main-content) - [Subscription Management](https://support.sumoquote.com/subscription?hsLang=en#subscription-management) - [Dashboard](https://support.sumoquote.com/dashboard?hsLang=en) - [Templates](https://support.sumoquote.com/templates?hsLang=en) - [Layouts](https://support.sumoquote.com/layouts?hsLang=en#main-content) - [Custom Pages](https://support.sumoquote.com/layouts?hsLang=en#custom-pages) - [Inspection Page](https://support.sumoquote.com/inspection-page?hsLang=en) - [Measurements and Calculations](https://support.sumoquote.com/measurements-and-calculations?hsLang=en#main-content) - [Measurements](https://support.sumoquote.com/measurements-and-calculations?hsLang=en#measurements) - [Calculations](https://support.sumoquote.com/measurements-and-calculations?hsLang=en#calculations) - [Product and Price Lists](https://support.sumoquote.com/product-and-price-lists?hsLang=en#main-content) - [Price Lists and Adjustments](https://support.sumoquote.com/product-and-price-lists?hsLang=en#price-lists-and-adjustments) - [Product Lists](https://support.sumoquote.com/product-and-price-lists?hsLang=en#product-lists) - [Financials](https://support.sumoquote.com/financials?hsLang=en#main-content) - [Orders](https://support.sumoquote.com/financials?hsLang=en#orders) - [Margins and Markups](https://support.sumoquote.com/financials?hsLang=en#margins-and-markups) - [Taxes](https://support.sumoquote.com/financials?hsLang=en#taxes) - [Invoicing](https://support.sumoquote.com/financials?hsLang=en#invoicing) - [eSigning](https://support.sumoquote.com/esigning?hsLang=en) - [Solar](https://support.sumoquote.com/solar?hsLang=en#main-content) - [Creating a Solar Project](https://support.sumoquote.com/solar?hsLang=en#creating-a-solar-project) - [Creating a Solar Report](https://support.sumoquote.com/solar?hsLang=en#creating-a-solar-report) - [Integrations](https://support.sumoquote.com/integrations?hsLang=en#main-content) - [Beacon](https://support.sumoquote.com/integrations?hsLang=en#beacon) - [Hover](https://support.sumoquote.com/integrations?hsLang=en#hover) - [CompanyCam](https://support.sumoquote.com/integrations?hsLang=en#companycam) - [EagleView](https://support.sumoquote.com/integrations?hsLang=en#eagleview) - [JobNimbus](https://support.sumoquote.com/integrations?hsLang=en#jobnimbus) - [Leap](https://support.sumoquote.com/integrations?hsLang=en#leap) - [QuickBooks Online](https://support.sumoquote.com/integrations?hsLang=en#quickbooks-online) - [RoofScope](https://support.sumoquote.com/integrations?hsLang=en#roofscope) - [Sunlight Financial](https://support.sumoquote.com/integrations?hsLang=en#sunlight-financial) - [Zapier](https://support.sumoquote.com/integrations?hsLang=en#zapier) - [AccuLynx](https://support.sumoquote.com/integrations?hsLang=en#acculynx) - [Financing](https://support.sumoquote.com/integrations?hsLang=en#financing) - [FAQs](https://support.sumoquote.com/faqs?hsLang=en) [![Chill listening crop-3](https://support.sumoquote.com/hs-fs/hubfs/Vertical%20Logo%20Colour.png?width=48&height=24&name=Vertical%20Logo%20Colour.png "Chill listening crop-3")](http://www.jobnimbus.com) SumoQuote Help Center Copyright © 2026, JobNimbus