> ## Documentation Index
> Fetch the complete documentation index at: https://support.jomioz.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to create an invoice

> Bill a job, several jobs, or an accepted estimate with nothing to schedule.

<Steps>
  <Step title="From the job">
    This is the usual path after the work is done. On the job, click **Create invoice**. If the status says **Requires invoicing**, that is the same next step. The job’s lines come across.
  </Step>

  <Step title="From one visit">
    On the job’s **Schedule** tab, a visit can use **Create invoice for this visit** when you are billing only the work on that stop. **Bill extra work** is for lines added on a visit when the job is billed in stages, so those extras are not folded into a scheduled installment.
  </Step>

  <Step title="From the Invoices list">
    Click **Invoices**, then **New invoice**. You can bill one job, combine several jobs for the same customer, or bill without a job.
  </Step>

  <Step title="From an accepted estimate, with no visit">
    On the estimate, click **Convert to invoice**. No job is created. Use that only when there is nothing to schedule.
  </Step>
</Steps>

A new invoice is a draft. It keeps a temporary reference until you send it, download the PDF, or issue it. The legal number is set when it is issued, from [Invoice settings](/settings/invoices).

**Save draft** keeps it without emailing the customer. Sending, and the rows that block **Save & send**, are in [How to send an invoice](/help/invoice-send).

## While you are building it

**Copy last invoice** pulls lines from this customer’s previous invoice. If they have none, it says so. Nothing is emailed.

**Payment** on the wizard is which methods this invoice offers: **Card online**, **Bank transfer**, **Check**, and **Cash**. Card stays unavailable until [Jomioz Payments](/integrations/stripe) says **Ready to accept payments**.

**Dictate with AI** and **Generate with AI** draft lines for you to review. Uncheck anything you do not want, then **Apply to invoice**. See [Jomioz AI](/help/ai).

A job that uses a payment schedule bills one stage at a time. The button is **Create invoice**, then **Create next invoice**. You cannot skip ahead. That path is [Payment plans and schedules](/help/invoice-payment-plan).

Extra lines added on a visit are not part of the agreed price until the customer agrees. That is a [change order](/help/change-order). **Bill extra work** invoices those lines so they are not folded into a scheduled installment.