Creating an invoice

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Time & Billing › Invoice #2026-0192 Make recurring Download PDF Print Copy pay link Save draftDeliver
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Details
Bill toKestrel Manufacturing LLC
Issue date08/14/2026 Due date09/13/2026
Invoice #2026-0192 PO / referenceOptional
TemplateFirm default Payment terms From client default Net 30 Terms notee.g. Thank you for your business. Issued from officeHartford
Line items
ServiceDescriptionHoursRateAmount
1120-S preparation 2025 federal and CT S-corp return 1 2,400.00 2,400.00 ×
Advisory — hourly Fixed asset review 4.5 285.00 1,282.50 ×
Search services Description 1 0.00 0.00
＋ Add line
Subtotal$3,682.50
Total$3,682.50
Time & Billing › Invoice #2026-0192 Make recurring Download PDF Print Copy pay link Save draftDeliver
EditPreviewDelivery
Line items
ServiceDescriptionHoursRateAmount
1120-S preparation 2025 federal and CT S-corp return 1 2,400.00 2,400.00 ×
Advisory — hourly Fixed asset review 4.5 285.00 1,282.50 ×
Search services Description 1 0.00 0.00
＋ Add line
Subtotal$3,682.50
Total$3,682.50
Memo
Notes shown on the invoice
Search services
1120-S preparation$2,400
1065 preparation$2,100
Monthly bookkeeping$650
Advisory — hourly$285/hr
Time & Billing › Invoice #2026-0192 Make recurring Download PDF Print Copy pay link Save draftDeliver
EditPreviewDelivery
BRIGHTWATER CPA 118 Chapel Street · Hartford, CT 06103 · (860) 555-0100 Invoice
Bill to
Kestrel Manufacturing LLC
219 Foundry Road
Hartford, CT 06103 Invoice #2026-0192 IssuedAug 14, 2026 DueSep 13, 2026 TermsNet 30
DescriptionHoursRateAmount
2025 federal and CT S-corp return12,400.002,400.00
Fixed asset review4.5285.001,282.50
Subtotal$3,682.50
Total$3,682.50
Pay online

Where the terms came from

Five rungs, most specific wins — and the field names the one that did.

1Set on this invoiceyou typed it here
2From client defaultthis client is Net 30
3From template defaultthe invoice template
4From firm defaultyour firm-wide setting
5From systemthe fallback

Options are Due on receipt, Net 15, Net 30 and Net 60. Changing the terms moves the due date; changing the due date by hand is allowed and simply overrides it.

Time & Billing › Invoice #2026-0192Issued · read-only Make recurring Download PDF Print Copy pay link Resend
EditPreviewDelivery3
EmailEmailed to the client's billing contact
PortalPosted to the client portal
MailSent via Mail Center Add mailing address
Delivery timeline
SentAug 14, 9:02 AM
Delivered to inboxAccepted by the receiving mail serverAug 14, 9:02 AM
Pay link clickedOpened the hosted payment pageAug 14, 2:19 PM
T-BILL-08 · Aug 2026