How to create an invoice in Homeezy
Build an invoice with line items, taxes, and a due date in the invoice builder — then send it to get paid.
How do I create an invoice in Homeezy?
Open Invoices and create a new invoice, or convert an accepted quote in one step. The invoice builder lets you set a title and due date, add line items with quantity and unit price, apply taxes, and watch the total update live. When it's ready, send it to your client — and if you've connected Stripe, they can pay online.
Building the invoice
- 1Open the invoice builder
Create a new invoice, or open one converted from a quote. Edits auto-save as you go.
- 2Set the title and due date
Name the invoice and pick a due date so your client knows when payment is expected.
- 3Add line items
Select Add line and enter a description, quantity, and unit price. The amount calculates automatically.
- 4Add taxes
Add tax lines with a name and rate. Mark a tax as compound if it should apply on top of other taxes (for example, a provincial tax layered on a federal one).
- 5Send
Select Send to email the invoice with a PDF and a no-login payment link.
Already have an accepted quote? Skip the manual build — use Invoice this on the quote to copy its line items straight into a new invoice. See Convert a quote to an invoice.
Yes. The invoice builder has a Download PDF button that produces a numbered invoice PDF you can save or print.
A compound tax is calculated on the subtotal plus the non-compound taxes already applied — useful when one tax stacks on top of another. Toggle the compound checkbox on the tax line.
Yes, until it's paid. If you edit after sending, Homeezy flags that it changed since the last send so you can resend the updated version. Paid invoices are locked.
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