Sending Your First Invoice

Buildero makes it easy to create professional invoices and get paid faster. Here's how to send your first invoice from start to finish.

Step 1: Start a New Invoice

From the sidebar, click Invoices then New Invoice. You can also create an invoice directly from a project by opening the project's Invoices tab and clicking New Invoice.

Step 2: Select a Client and Project

• Choose the Client from the dropdown. If they don't exist yet, click Add New Client and enter their name and email.
• Link the invoice to a Project (optional but recommended for reporting).

Step 3: Set Invoice Details

• Invoice Number — auto-generated, but you can edit it to match your own numbering system
• Invoice Date — defaults to today
• Due Date — set your payment terms (Net 15, Net 30, or a custom date)

Step 4: Add Line Items

Click Add Line Item for each service or material:

• Description — what you're billing for (e.g., "Framing labor — 3 days")
• Quantity — number of units (hours, days, items)
• Unit Price — cost per unit
• Tax — toggle tax on/off per line item if you charge sales tax

Buildero automatically calculates subtotals, tax, and the total amount due.

Step 5: Add Notes or Payment Instructions

Use the Notes field to include payment instructions, bank transfer details, or a thank-you message. This appears on the printed invoice.

Step 6: Preview and Send

Click Preview to see exactly what your client will receive. When it looks right, click Send Invoice. Enter your client's email address and click Send.

Your client receives a professional email with a link to view and pay the invoice online. You'll get a notification when they open it and again when payment is made.

Payment Methods

Clients can pay invoices online via credit card or ACH bank transfer (powered by Stripe). You can also mark an invoice as paid manually if you receive cash or a check.