Create and Send an Invoice

Create invoices from estimates manually or automatically, then send them to customers for payment.

In PaintScout, invoices are created directly from estimates. You can create them manually or have them generated automatically when an estimate is accepted.

Depending on your settings, you can also create an invoice from scratch.

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How to Create an Invoice Manually

1. Open an estimate.
2. Click the dropdown next to Send.
3. Select Create Invoice.

1. PaintScout generates the invoice from the estimate.

Estimates and invoices are not live documents - after creation, changes made to an estimate will also have to be manually changed on the invoice and vice versa.

To reduce extra manual work, we recommend creating an invoice after an estimate has been accepted.

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Automatic Invoice Generation

PaintScout can automatically create an invoice when an estimate is accepted. This saves a step if you always invoice after acceptance.

To enable this:

1. Go to Account Settings > Invoices
2. Toggle on Automatic Invoice Generation

See Invoice Settings for full details.

When deposits are enabled, an invoice also generates automatically after the customer accepts and pays their deposit via credit card. The deposit is recorded on the invoice and the remaining balance is shown.

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What Carries Over from the Estimate

When you create an invoice, PaintScout copies the following from the estimate:

• Contact information — customer name, email, address
• Accepted line items and areas — all items the customer agreed to
• Pricing — totals, taxes, and discounts as calculated on the estimate
• Options — only customer-accepted options are included
• Additional work — any approved additional work items

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Send an Invoice

1. Open the invoice and click Send.
2. Write or review the email message.
3. Click Send to email the invoice to your customer.

Related articles

Invoice Settings

Configure invoice due dates and enable automatic invoice generation when estimates are accepted in PaintScout.

All Invoices Report

View and manage all invoices in your account with status breakdowns, payment tracking, and cash flow monitoring tools.

Outstanding Invoices Report

Monitor unpaid invoices and accounts receivable to ensure timely payments and maintain healthy cash flow management.