Invoicing FAQ

Answers to common questions about creating, editing, and managing invoices in PaintScout.

Do I need to accept the estimate first?

Depending on your settings, Create Invoice may only appear for accepted estimates.

Can I edit the invoice after creating it?

Yes. The invoice captures the estimate at creation time. Later changes do not sync between documents.

What if I need to invoice for additional work?

Approved additional work transfers to the invoice. You can also create additional work before creating the invoice.

Can I create multiple invoices from one estimate?

No. Each estimate creates one invoice. Use payment requests for deposits or progress payments.

Can I archive an invoice?

Yes. Archiving removes an invoice from your active list. It remains available in reports and can be reactivated.

1. On the invoice, open the dropdown beside Send.
2. Select Archive Invoice.
3. Confirm the archive banner appears.

Related articles

• Create and Send an Invoice — Create an invoice from an accepted estimate and email it to your customer.
• Invoice Settings — Configure due dates and automatic invoice generation.
• All Invoices Report — Review invoice status, payments, and cash flow.