Based on your feedback, a UI and UX enhancement is coming to the Invoice module. Today, creating an invoice from a work request, work order, or contact means stepping through three separate screens — Contact Info, Invoice Info, then Preview — with totals sitting far away from the line items they describe.
The upcoming layout brings customer information, line items, remarks, and every total together on one screen, so you'll build, review, and edit an invoice in one place and jump straight to the preview. It's the same invoice with the same fields — just organized the way you work.
✨ What's Changing
- One screen instead of three — Customer & Invoice Information, line items, remarks, and totals will live on a single screen, with Next taking you straight to the preview.
- Collapsible customer section — customer and invoice details will pre-populate when you invoice from a work request, work order, or contact, and the section collapses out of the way once you've confirmed it.
- Line items and totals side by side — line items will get the full width of the screen, and the running totals — sales tax, discount, subtotals, service tax, credit card fees, deposit, and grand total — will sit right beside them instead of at opposite ends of the page.
- Faster edits on sent invoices — editing an existing invoice will open with the customer section collapsed, so the line items you actually came to change are immediately in front of you.
👥 Who This Is For
- Billing and back-office staff — who create and send invoices every day and want fewer clicks between line items and totals.
- Sales and operations teams — who generate invoices directly from work requests and work orders with the customer details already filled in.
- Anyone updating a sent invoice — adjusting a line item, applying a payment, or resending, without wading through contact screens first.
⚙️ How It Will Work
There will be nothing to set up — once released, the new layout applies automatically wherever you create or edit an invoice.
- You'll create an invoice from the same places as always — for example, from the contact or work request panel via Invoices → +Add — or select an existing invoice and click Edit.
- The invoice will open on one screen. Customer & Invoice Information sits at the top — pre-filled when the invoice comes from a work request, work order, or contact — and can be collapsed once confirmed.
- Below, line items will span the full width, with the payment link toggle, remarks template, and editor on the left and every total on the right — sales tax, discount, subtotals, service tax, credit card fees, deposit received, and grand total.
- Click Next to preview the finished invoice and Save and Send as usual.
🔎 Good to Know
- Layout only — nothing else is changing. All fields, data, templates, and the send flow will work exactly as they do today; they're simply arranged on one screen.
- Seeing a mix of old and new? If the screen looks mixed or doesn't load properly, that's your browser cache — log out and log back in (or do a hard refresh) and the new layout will load cleanly.
- Editing is where you'll feel it most. Sent invoices open with the customer section collapsed — line items, totals, and the payment link are right at the top.
🎉 Available Now
The new invoice experience is live across the Invoice module — from contacts, work requests, work orders, and the invoice list. Open any invoice and everything you need is on one screen.
