Overview

A project can have more than one invoice. Each invoice can be sent, paid, and exported to your accounting system on its own. This is useful for splitting a balance, for example billing storage separately from the move. It also means a payment belongs to the invoice it was charged on, which is the most common reason a deposit doesn't show on the invoice you send.

In this article, you'll learn how to:

• Create another invoice and move bill items to it
• Make sure a deposit shows on the invoice you send
• Understand invoice numbers

How Multiple Invoices Work

• Every project starts with one primary invoice. Most companies only need this one.
• New bill items, including items added in the Crew App, go on the primary invoice.
• Each invoice is numbered with the project number followed by -1, -2, and so on.
• Payments, card charges, and exports happen per invoice.

Create Another Invoice

1. Open the project and go to the Invoices section.
2. Click Create invoice.
3. Select the bill items to move to the new invoice. Items you select on the left appear on the new invoice on the right, with totals.
4. Save. The new invoice appears in the invoices table.

To review all invoices and move items between them, use Manage invoices. See Invoices: Statuses, Manage Invoices, and Adjustment Invoices.

The Deposit Doesn't Show on the Invoice I'm Sending

A deposit stays on the invoice it was charged on. If you send a different invoice, it shows the full balance without the deposit.

1. In the invoices table, find the invoice that holds the deposit.
2. Move the bill items you want to charge onto that invoice with Manage invoices.
3. Send that invoice. The customer sees the deposit and the remaining balance.

Note: Don't add a credit to the other invoice to make up for the deposit. The deposit still counts on its own invoice, so the customer's account would show an overpayment.

⚠️ Important Notes

• Each invoice has its own invoice document. Open it with View invoice document.
• Locked or exported invoices can't be changed directly. Use an adjustment invoice to correct them.
• Each invoice exports to QuickBooks separately, under its own number.

FAQ

Why does my project have several invoices for one move?
Someone created additional invoices, or a multi-day job was split. Use Manage invoices to move items back onto one invoice if you only want one.

Need Help?

Reply to your support conversation, or email help@supermove.com.