---
title: How To Create An Invoice For Clients
description: This article will walk you through creating an invoice for your clients.
---

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1. [Buildern Help Center](https://help.buildern.com/en/articles?hsLang=en-gb)
2. [Client Invoices](https://help.buildern.com/en/articles/client-invoices?hsLang=en-gb)
3. [Client Invoices Explained](https://help.buildern.com/en/articles/client-invoices?hsLang=en-gb#client-invoices-explained)

# How To Create An Invoice For Clients

### How To Create An Invoice For Clients

This article will walk you through creating an invoice for your clients.

 March 5, 2026

You can quickly create invoices and send them to your clients with Buildern. To do it, go to the selected project and navigate to the **“Client Invoices”** section.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/image-3.png)](https://buildern-1fc0692ea7fc.intercom-attachments-1.com/i/o/suco1tn6/2083609458/3a3cfbce12beb9d7084391802c65/image.png?expires=1792671300&signature=ec403c4eff598a4a299717f1cf32131adba977140eb48c843a3c31a74d812826&req=diAvFc9%2BlIVaUfMW1HO4zSKxkBR7hUdLfHVbLc8nrlShMNb8fEqEPoifaV4G%0AT8Gk%2FLt7IZ5O%2BoqwWSM%3D%0A)

1\. To create your first invoice, click Invoice, and click **“Create invoice”**.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/image-4.png)](https://buildern-1fc0692ea7fc.intercom-attachments-1.com/i/o/suco1tn6/2083609489/1524699b87fafb52688a0e86033c/image.png?expires=1792671300&signature=5ec8760cf753ff0a2c6a5a0c3a5bfa0fb4efaba6dce8dd0b518891317a67e35c&req=diAvFc9%2BlIVXUPMW1HO4zRthKsMRntavMSnQytxd54topsHLd35AbO8rSSTn%0AUCMq%2FwmeMp8eB108hEQ%3D%0A)

2\. Then add the following data:

### **General info**

- Enter your invoice name (Required)
- Invoice date (Required)
- Due date (Required)

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/image-Oct-22-2026-11-46-19-5171-AM.png)](https://buildern-1fc0692ea7fc.intercom-attachments-1.com/i/o/suco1tn6/2083609526/3e678f860aecebf73925001799cc/image.png?expires=1792671300&signature=761b7a7d5fc08d8777ca20e15385ba6b434291075265e51b0b40f0ebcdd19c51&req=diAvFc9%2BlIRdX%2FMW1HO4zciP%2BFl9hhqAMlMp%2ByKc7ZItexe0kWqG9CxNc53%2B%0AdvySNJlV5n52Swxqz9E%3D%0A)

**Select the items you want to include in your client invoice.**

Decide whether you want to include the contract price, change orders, allowances, or create custom lines instead.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/image-Oct-22-2026-11-46-24-7775-AM.png)](https://buildern-1fc0692ea7fc.intercom-attachments-1.com/i/o/suco1tn6/2083609567/26e4eaeca4f0b13fbefc4a3cee53/image.png?expires=1792671300&signature=8ab24d8d61639134760cc94c3d45ebeb93fc6aafd5e10bbe6a66236ee73d3ef5&req=diAvFc9%2BlIRZXvMW1HO4zbRQnCtkoh%2F3TvhVgDbxKdfiYURqrEt6PVYAyiwe%0AsxQzi5%2FNdh37DNzF8FM%3D%0A)

### **Accept payment**

You can also accept the payments to organize your accounting and keep track of all transactions. To do so, click **“Go to settings to review details”** and add data to the required fields.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/image-Oct-22-2026-11-46-29-3541-AM.png)](https://buildern-1fc0692ea7fc.intercom-attachments-1.com/i/o/suco1tn6/2083609618/cf1305868ede27f4369facd2fbb2/image.png?expires=1792671300&signature=45517b4cc9800f9d5c705435be82098ffc820c0abe8be3ab454172c6f2094f46&req=diAvFc9%2BlIdeUfMW1HO4zQ3jbiAHxemxY8PrwcyUmO77k6v%2B%2Fe7Re8tVqmLn%0A%2BT0cMbtzHsey6CKYb48%3D%0A)

Additionally, you can add closing text, attachments, and terms and conditions.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/image-Oct-22-2026-11-46-34-6803-AM.png)](https://buildern-1fc0692ea7fc.intercom-attachments-1.com/i/o/suco1tn6/2083609653/4e9d8024d6e23d9903521c12e315/image.png?expires=1792671300&signature=222c31515337d2dd32c3d2e64e5a938183d443e3ed7f61365361f5fc528f81d1&req=diAvFc9%2BlIdaWvMW1HO4zTXZb04bqZRUp87udL9JcOac7pvrl6%2BK5tNacioa%0AFFX53TP%2BQI7HbaFFgv8%3D%0A)

### **Record Payments**

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/image-Oct-22-2026-11-46-39-6512-AM.png)](https://buildern-1fc0692ea7fc.intercom-attachments-1.com/i/o/suco1tn6/2083609700/9746ac8cafa10f14bef4ac9a14ae/image.png?expires=1792671300&signature=af56f4685cca2642f4aaccd7825ffe0ce4d264e44af98f8bbeb91d74aecfa6a5&req=diAvFc9%2BlIZfWfMW1HO4zffWP7T4yjb%2FWewBW1n7wezyb57ndKBoXeXe7HuF%0AqMV%2BDltEA7nyim6KN30%3D%0A)

If you’d like, you can record a payment. Please note that once a payment is recorded, the item’s status will change to 'Approved'.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/image-Oct-22-2026-11-46-44-5747-AM.png)](https://buildern-1fc0692ea7fc.intercom-attachments-1.com/i/o/suco1tn6/2083609724/528a6bf4222549ed3867d0c03891/image.png?expires=1792671300&signature=76132902b0382d05928d423134cd0cb904526cfd620f1ab99da773ab1245a5bf&req=diAvFc9%2BlIZdXfMW1HO4zXQQ9MdA1Ragv780mZ3Kou2C1%2FMRYaLor%2Foza1rg%0AAGWTq%2F3YoUWapezDf9I%3D%0A)

- Add the date the payment was made (Required)
- Enter the amount of money (Required)
- Select the payment method (Required)
- Leave notes

3\. Finalize Your Client Invoice

Once you're done creating the Invoice, "*Save*" or "*Send"* it:

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/invoice.png)](https://buildern-1fc0692ea7fc.intercom-attachments-1.com/i/o/suco1tn6/2083609744/b7b08d7e9abb3399a6d81b84ad58/invoice.png?expires=1792671300&signature=0a4f6dddc848150c61580f5f2f523f4c80b0209a2ad189720a10ad375ad50885&req=diAvFc9%2BlIZbXfMW1HO4zWcNVFPn0ak4vxmEqUmuYTf6LQteyLrv86jWEjgm%0Adofdyqglg54lCJ7XGAc%3D%0A)

**Please note:** Your client will get an email notification with the URL of the invoice. They can review, approve, or reject it. If you want to track whether your invoice has been seen, click the eye icon at the top.

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