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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.

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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.

Workspace/Invoices
Invoices
StatusAllDraftSentOverduePaidVoid
InvoiceEstimateStatusBalance
INV-0042Dana Reyes • Not viewed—draft$4,850
of $4,850
Bill to Dana Reyes • [email protected] • $4,850 • Status draft • Due 11/30/2026
Email invoiceSend reminder
Payment $Note (optional)Record payment
11/30/2026Save due dateLien waiver
INV-0041Marcus Bell • Seen 10/29/2026est_7f3k2qsent$2,300
INV-0040Priya Shah • Seen 10/21/2026est_2m9d4wpaid$0
INV-0039Tom Alvarez • Seen 10/14/2026—paid$0
Outstanding
Remaining balance on sent

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.

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. 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.
  • 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.