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Create an invoice from a job

Create an invoice when the completed work is ready to be reviewed and billed.

Last verified July 22, 2026 · Nexus web app

Before you begin​

Confirm the job is connected to the correct customer and service location. Review the completed work, billable items, and any estimate the customer approved.

Open the job​

  1. Click Jobs.
  2. Search or filter for the job.
  3. Click the Job ID.
  4. Review the job header to confirm you opened the correct record.

A job workspace with Create Invoice in the header and Quick Actions.

The header and Quick Actions provide two ways to start the same job invoice.

Create the invoice​

Use either of these options in the job workspace:

  • Click Create Invoice in the job header.
  • In Quick Actions, click Create Invoice.

Nexus creates the job invoice and opens it for review. Wait for the invoice page to open before clicking the action again.

For some project work, the action is labeled Project Billing. Select it to open billing for that project phase.

Review the invoice​

Before sending the invoice:

  1. Confirm the customer and service address.
  2. Review the billable items, quantities, prices, discounts, and tax.
  3. Confirm the invoice total and any amount already paid.
  4. Add customer-facing notes or terms when needed.
  5. Check the delivery contact before sending.

The invoice remains connected to the job and appears on the job's Invoices tab.

What happens next​

From the invoice, your team can finish the billing details, send the invoice, and record payment according to your normal process.

Troubleshooting​

Create Invoice is missing​

Confirm your role allows you to create invoices. Also verify that the job finished loading.

The invoice page does not open​

Confirm the job has a customer and service location, then try Create Invoice again. If an error message appears, correct the job information it identifies before retrying.

The action says Project Billing​

This job belongs to a project phase that uses project billing. Click Project Billing and continue from the phase billing page.

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