# Invoices

> Create invoices from an estimate or line by line, send the customer a link, record payments, send reminders and statements, set up recurring invoices, download lien waivers, and export to QuickBooks.

Source: https://docs.buildx.pro/docs/dashboard/invoices/

Invoices live at https://mybuildx.com/estimates/invoices, under **Estimates → Invoices** in the sidebar. They're for General Contractor accounts. The page tracks every invoice through **Draft**, **Sent**, **Overdue**, **Paid**, and **Void**.

## What you can do

- Create a draft from an estimate ID or a manual total, or build one line by line.
- **Send** a draft to get the customer link, or **Copy link** on a sent or paid invoice.
- **Email invoice** to the customer and **Send reminder** on sent invoices.
- **Record payment** (full or partial), **Mark paid**, **Unmark paid**, **Void**, **Reopen**, **Delete**, **Duplicate**.
- Change the due date with **Save due date**.
- Download a **Lien waiver**.
- Set an invoice to repeat with **Set recurring**.
- Email a **Customer statement** of every open invoice for one customer.
- See **Outstanding** and **Aging** (Current, 1–30, 31–60, 61–90, 90+).
- Download open invoices with **Export open for QuickBooks**.

## Create an invoice

**From an estimate or a total**

1. Under **New invoice from estimate**, enter the **Estimate ID** (for example est_...), or a **Manual total $**.
2. Pick a due date if you want one.
3. Press **Create draft**.

With an estimate ID, the invoice total equals the estimate's total. That total adds up every line on the estimate, across all tiers. See [Estimates and proposals](https://docs.buildx.pro/docs/dashboard/estimates-proposals.md).

**Line by line**

1. Press **Open the invoice builder** (https://mybuildx.com/estimates/invoices/new).
2. Fill in **Bill to customer**, **Customer email**, **Due date**, and an optional **Discount $**.
3. For each row, enter a description, quantity, unit price, and kind (**Work**, **Materials**, or **Other**). Press **Add line** for more rows.
4. Watch the **Live preview**, then press **Save invoice**. **Export** downloads the invoice as an HTML file you can print.

## Send it and get paid

1. On a draft, press **Send**. The invoice becomes **Sent** and you see the customer link.
2. Get the link to your customer: press **Copy link** and paste it into a message, or press **View**, type the **Customer email**, and press **Email invoice**.
3. The row shows **Not viewed** until the customer opens the link, then **Seen** with the date.
4. When money comes in, press **View**, enter the **Payment $** and an optional note, and press **Record payment**. A partial payment lowers the balance. When the balance hits zero the invoice is **Paid**. You can also press **Mark paid**.
5. If it's late, press **Send reminder**. A sent invoice past its due date shows as **Overdue**.

## What the customer sees

The customer link (`mybuildx.com/i/...`) opens without a login. It shows the invoice number, due date, line items, totals, amount paid to date, balance due, and any attached site photos. The customer can **Download PDF**, **Print / Save as PDF**, open the **Lien waiver**, and type a question. Their reply arrives in your [Inbox](https://docs.buildx.pro/docs/dashboard/inbox.md). Draft and void invoices can't be opened from a link.

## Lien waivers

Press **Lien waiver** on an invoice to download one. It's a conditional waiver until the invoice is paid and an unconditional waiver after. The customer gets the same document from their link.

## Recurring invoices

1. Press **View** on an invoice.
2. Pick **Weekly**, **Monthly**, or **Quarterly**, set **Every N** (for example 2 for every other month), and a start date.
3. Press **Set recurring**. **Clear** removes it.
4. Press **Run due recurring** at the top of the page to create the drafts that are due. MyBuildX doesn't run this on a schedule: nothing is created until you press it.

## Customer statements

Under **Customer statement**, type the customer's email and press **Email**. They get one email listing every open invoice they owe you.

## QuickBooks

**Export open for QuickBooks** downloads your open invoices as a JSON file in QuickBooks Online's invoice format, for you or your accountant to import. The **QuickBooks** card's direct connection (**Connect**, **Push to QuickBooks**) only works when it shows **Connected**. Today it shows **Not configured**, so use the export.

QuickBooks covers invoices only. Bills, payroll, customers and vendors don't sync.

## Good to know

- **Attach photo** needs the photo's ID. There's no photo picker on this page yet.
- MyBuildX doesn't track retainage and doesn't generate progress-billing or draw schedules. Create each invoice yourself. See [Milestone billing](https://docs.buildx.pro/docs/gcs/draws-retainage.md).
- Card payments on invoices and milestone escrow aren't turned on. Record payments you receive another way with **Record payment**.
- Only draft and void invoices can be deleted.

## Related

- [Estimates and proposals](https://docs.buildx.pro/docs/dashboard/estimates-proposals.md)
- [Milestone billing](https://docs.buildx.pro/docs/gcs/draws-retainage.md)
- [Sharing with customers](https://docs.buildx.pro/docs/gcs/customer-portal.md)