Before You Dive In
This article is one step from our Master Help Guide: All About Proposals & Invoices. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you're looking to:
Send invoices manually without using a proposal, giving you flexibility for one-off or custom payments
Create one-time invoices for single payments or recurring invoices for ongoing services or payment plans
Manually Sending Invoices without a Proposal
You can choose to send a 'one time invoice' which means the invoice will only be sent to the customer to collect payment once, this is great for one off payments for products and services. Or you can select to setup a 'recurring invoice' which means that the invoice will be sent according to the number of times you have set inside the invoice settings, these are great for when you have an on-going service setup with a customer, or need to collect multiple payments like a payment plan.
(Skip this if you're using proposals. This is only how to send invoices manually, without any proposal process required.)
Option 1: Manually Prepare & Send a One Time Invoice
Click here for the written steps:
Click here for the written steps:
From the Ivorey™ main menu, go to [Payments] > hover over [Invoices & Estimates] > then select [Templates]
Click on into your invoice template > click [Use Template] > then select [Use One Time]
Starting from the top of your screen, rename your Invoice to a title that makes sense for you e.g customers name | service
Under 'Customer Information' select the contact you are sending the invoice too from the drop down menu
Under 'invoice settings' you can update the due date if different to your main invoice settings
Under the 'Add Products' section delete the product added for template purposes and add the products you are invoicing by selecting from the drop down menu. *Note: you can override the title, price and description of your product directly inside the invoice if needed
(Optional) under the 'Subtotal' you can add any discounts if relevant
(Optional) under the 'Subtotal' you can add tax if relevant
Under Additional Options you can add, edit or update any Notes, Terms & Conditions, Late Fee's, Tips, and attachments by selecting the relevant boxes
Once you have finished setting up your invoice you can click the [Send] button at the top right corner of your screen to send your invoice to your customer
Once you've sent your invoice, you will now see this invoice listed under the 'All Invoices' tab
Option 2: Manually Prepare & Send a Recurring Invoice
Click here for the written steps:
Click here for the written steps:
From the Ivorey™ main menu, go to [Payments] > hover over [Invoices & Estimates] > then select [Templates]
Click on into your invoice template > click [Use Template] > then select [Use Recurring]
Starting from the top of your screen, rename your Invoice to a title that makes sense for you e.g customers name | service
Under 'Customer Information' select the contact you are sending the invoice too from the drop down menu
Under 'invoice settings' you can update the due date if different to your main invoice settings
Under the 'Add Products' section delete the product added for template purposes and add the products you are invoicing by selecting from the drop down menu
*Note: you can override the title, price and description of your product directly inside the invoice if needed
(Optional) under the 'Subtotal' you can add any discounts if relevant
(Optional) under the 'Subtotal' you can add tax if relevant
Under 'Recurring Invoice Settings' you will need to set your invoice frequency, as well as the start and end dates:
How often: here select your invoice billing period
Start Date: here select the date you would like the recurring invoice to start. Please Note that if you select a date in the future, the invoice will send on that date, not the date you schedule the invoice.
End: here you can select:
[never] which means the invoice will send continuously until you manually end the recurring invoice
[by] > [end date] which means the recurring invoice will send to your billing period until the end date you select
[after] > [X] occurrences which means the invoice will send the number of times you add to the number of occurrences (e.g if you put 5 here, the invoice will recur 5 times and then stop)
Send Invoice [X] days in advance: here you can add a number for how many days before the invoice is due that you would like it sent to your customer (e.g if you put 3 here, the invoice will be sent to the customer 3 days before it is due. If you leave this blank, the invoice will be sent to the customer on the day it is due)
Under Additional Options you can add, edit or update any Notes, Terms & Conditions, Late Fee's, Tips, and attachments by selecting the relevant boxes
Once you have finished setting up your invoice you can click the [Schedule] button at the top right corner of your screen to send/schedule your invoice to your customer
Once you've sent your invoice, you will now see this invoice listed under the 'Recurring Invoices' tab
Frequently Asked Questions
Do I need to create a proposal to send an invoice?
Do I need to create a proposal to send an invoice?
No! This guide shows you how to send invoices manually, skipping the proposal process entirely.
What’s the difference between a one-time invoice and a recurring invoice?
What’s the difference between a one-time invoice and a recurring invoice?
A one-time invoice is sent just once for a single payment, while a recurring invoice is sent multiple times based on your invoice settings—perfect for ongoing services or payment plans.
Can I use recurring invoices for payment plans?
Can I use recurring invoices for payment plans?
Yes! Recurring invoices are ideal for collecting multiple payments over time, whether it’s a payment plan or an ongoing service.
Where do I manage my manual invoices in Ivorey?
Where do I manage my manual invoices in Ivorey?
You can create, send, and manage all manual invoices directly within your Ivorey account under the Invoices section.
Can I switch from a one-time invoice to a recurring invoice later?
Can I switch from a one-time invoice to a recurring invoice later?
Yes! You can adjust your invoice settings if your payment structure changes.
Need Help?
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍