Invoice # – Buildertrend will automatically assign a numerical value to this invoice, however you can create a custom Invoice # that aligns with your current numbering process.

Title – Explanation of the invoice to quickly identify the proper invoice.

Date Paid – The actual date the payment was received.

Use Line Items – If toggled on, you will be able to itemize all costs associated with the invoice with Line Items.

• Show Line Items to Client – If toggled on, your client will see the Description, Quantity, Unit Price, and Total Price for each line item on the Invoice. Builder cost and markup will remain hidden, ensuring transparency without disclosing internal pricing.

Client Price – If Use Line Items was toggled off, you can manually input an invoice total.

Tax – If you'd like to include integrated Taxes, select a Tax Rate.

Line Items – Add itemized costs associated with the Bill by selecting Add Line Item.

Link To – Toggle on to link the Invoice to a schedule item for dynamic scheduling.

Deadline & Time – Set a specific date and time in which the Invoice must be paid.

Invoice Description – Add details about the invoiced costs.

Attachments – Take photos, scan documents, or upload supporting files related to the invoice.