How to raise an invoice?
Short answerTo raise an invoice, issue a formal bill for completed work as soon as the job is done: create it from the job, number it, set a due date and send it with a way to pay. Raise it the same day when you can, since prompt invoices are paid sooner and disputes are rarer.
The explanation
The phrase means issuing the invoice, a term common outside the US. The steps are the same. You confirm the work, build the document, send it, and log it so you can follow it up.
Timing depends on the job. For a one-visit service, raise it on the day. For a project with stages, raise a deposit invoice at the start and progress invoices at agreed milestones, so you are not carrying the whole cost until the end. For a monthly plan, raise it on a fixed date.
Track what you raise. A list of open invoices by age shows who is overdue. Follow up politely when the due date passes. If a customer disputes a line, fix it with a credit note rather than editing the original, so your records stay clear.
Steps
- Confirm the job is finished and signed off.
- Create the invoice and give it a number.
- Send it with a due date and pay link.
- Log it in a list of open invoices.
- Follow up when it passes the due date.
What to watch for
- Editing sent invoices instead of issuing a credit.
- Raising invoices in batches weeks late.
How Apex does it
In progress
Part of this is built. The rest is not. Status as of 2026-10-07; the badge shows the least-built feature involved.
Apex is designed to create invoices from jobs, bill in stages for projects, run recurring invoices and issue credit memos. Progress billing is partly built and the other pieces are demo screens.
- IN01Invoice from completed job(Rolling out)
- ES20Progress billing / draws(In progress)
- IN18Recurring invoicing(Rolling out)
- IN32Credit memos / adjustments(Rolling out)
Apex Flow Scheduler is in early access. See how we label status.
Where this question comes from: owners type it, or a close variant, into search boxes. It was returned by public search suggestions (Google, Bing or DuckDuckGo) when we collected them on 2026-10-06. We do not have search volumes.