--- title: How to create a freeform client job invoice description: There are 2 ways you can create a freeform invoice. By selecting the task types to be included on the invoice or creating it from an estimate/s. --- [Skip to content](https://knowledgebase.counta.com/knowledge/how-to-create-a-freeform-client-job-invoice#main-content) English Show submenu for translations ![Counta\_logo\_fullcolor](https://knowledgebase.counta.com/hubfs/Counta_logo_fullcolor.svg) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Counta Help Center](https://knowledgebase.counta.com/knowledge?hsLang=en) 2. [Accounting](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en) 3. [Receivables](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#receivables) July 20, 2026 # How to create a freeform client job invoice ## This guide explains how to create a freeform client job invoice. ### **Step by Step Guide:** ### Create a freeform invoice 1\. Navigate to **Accounting \> Receivables \> Client Job Invoices.** ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-24/1beea98f-d868-4381-8130-baee450657a2/user_cropped_screenshot_7b33bf8d05e24d0294cf29e48140ae6c_text_export.jpeg) 2\. Click **New Invoice** ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-24/7e88aef8-9f74-44db-9dc5-aab07614aaf5/user_cropped_screenshot_d4f9b758d5004acb8716a7f145f3e963_text_export.jpeg) 3\. Enter or select the following information: **Field Description** - **Job** - Enter or select a job. - **Invoice From** - Select Free Form. - **Invoice Date** - Enter or select an invoice date. ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-24/4eca8a48-cd1f-464e-8640-165f684dcf1b/user_cropped_screenshot_3b1fc602f4b443df9424bea1ed4bf818_text_export.jpeg) 4\. Click on **Contact**, located at the top right of the page, to view the client contact the invoice will be addressed to. ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-25/1a5ae75a-7004-48ed-8d1d-b26432686c9f/user_cropped_screenshot_a1a41af100f44444b1d052042310945c_text_export.jpeg) 5\. You can also edit the contact by clicking **Change/Assign Invoice Contact**, located at the top right of the page. ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-25/608cc17e-8d13-4584-bc6a-0ef13a1405f5/user_cropped_screenshot_50b1909b85d24d7795c05755d3a66cd6_text_export.jpeg) 6\. Change the **Payment Terms** for the invoice if necessary. ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-25/7d229d4f-6680-4924-968d-90dd7d660296/user_cropped_screenshot_e9f7958075a547da9c5cd37c4162baed_text_export.jpeg) 7\. Click **Next.** ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-25/2b4623d4-f1ab-44ac-b92a-876c88e1f784/user_cropped_screenshot_ca0af98e8f93407c8ed16e2d1b116262_text_export.jpeg) 8\. The **Client Job Invoice Wizard - Invoice Free Form** will display the task types that are related to the Job Type for this Job. Enter the UNITS for each task type code that needs to be on the invoice. ![](https://colony-recorder.s3.amazonaws.com/files/2025-12-05/a524497b-e8e9-450e-989f-c6a7b00453d0/user_cropped_screenshot_f168ead4da1a498cb46c1c346d1a3426_text_export.jpeg) 9\. Click **Next.** ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-25/5c56c4cf-3012-4fb3-bcb2-ea08ba93c347/user_cropped_screenshot_1745d904d07442e8b2827f982f7e9dbe_text_export.jpeg) 10\. We recommend creating draft invoices to review first by clicking **Create Draft Invoice.** ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-25/e30c1d87-6a75-4570-aa57-e6fc97680d38/user_cropped_screenshot_3dc98d8a22474e14b7348b435600cf59_text_export.jpeg) 11\. Click **Submit.** ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-25/42a45290-f3f3-4a73-a2a7-7b9b7b917da8/user_cropped_screenshot_72a88c3356c14f1da533df02b8f8bbfc_text_export.jpeg) ### Create a freeform Invoice from an Estimate/s 12\. Navigate to **Accounting \> Receivables \> Client Job Invoices.** ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-25/f3032e88-b210-4c9c-9786-ebc0367351b5/user_cropped_screenshot_c30910e81b98477e8435e7c72d708c4d_text_export.jpeg) 13\. Click **New Invoice**. ![](https://colony-recorder.s3.amazonaws.com/files/2025-12-05/f99a8b81-40a6-464e-aea1-464e92649e65/user_cropped_screenshot_8dfce5c1a5084f868afacdd673a6aa43_text_export.jpeg) 14\. Enter or select the following information: **Field Description** - **Job** - Enter or select a job. - **Invoice From** - Select Free Form. - **Invoice Date** - Enter or select an invoice date. ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-25/18ab45d6-acb4-48a2-ba4c-a19f1de651bd/user_cropped_screenshot_c5180259e78a47af8918e235fee64ada_text_export.jpeg) 15\. Click on **Contact**, located at the top right of the page, to view the client contact the invoice will be addressed to. ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-25/6a62c6c8-ba24-473e-a644-44077adce756/user_cropped_screenshot_0185cba7f4274fd58fbe0ab6948c8544_text_export.jpeg) 16\. You can also edit the contact by clicking **Change/Assign Invoice Contact**, located at the top right of the page. ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-25/321b368e-3e60-474e-aabf-6bd348d29fd5/user_cropped_screenshot_19ccb50bb39c4ed3b21dc7d0801165f3_text_export.jpeg) 17\. Change the **Payment Terms** for the invoice if necessary. ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-25/cf47037f-4992-4c36-a438-8092909e6f84/user_cropped_screenshot_ec789b6317244c1498e53a16d525552b_text_export.jpeg) 18\. Click **Next.** ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-25/9c019443-dbf3-463b-bf84-59e94fa0e83b/user_cropped_screenshot_3bc108216b07472783a8182c6b53fa58_text_export.jpeg) 19\. The **Client Job Invoice Wizard - Invoice Free Form** will display the task types that are related to the Job Type for this Job. ![](https://colony-recorder.s3.amazonaws.com/files/2025-12-05/d24a57c9-4814-4102-b3dd-eec2344ad005/user_cropped_screenshot_c30fef7ccd1a41cfaa14b2891b791776_text_export.jpeg) 20\. Click **Add from Estimate**. ![](https://colony-recorder.s3.amazonaws.com/files/2025-12-05/ec04c4a1-e9ec-4b1a-bf3a-04ced2d3006d/user_cropped_screenshot_63bfe514bae144698da35ed39b5ebe2c_text_export.jpeg) 21\. Check the box to the left of the **Job No.** you want to include on the invoice. ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-25/f060c3b9-2db2-445c-a26e-14baeb576899/user_cropped_screenshot_f4feaa036b754200a884564b2b690db2_text_export.jpeg) 22\. Click one of the following options. - **Create Draft Invoice** - if you want to invoice the complete estimate. - **Next** - if you want to edit the task types and or rates on the invoice. - Click **Next**. - Edit the invoice with the proper information. - Click **Create Draft Invoice** (recommended) to view a sample of the invoice. ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-25/6e88999f-56e7-4c3b-b5ae-d2775dff7b5f/user_cropped_screenshot_0055249266264fd089cda3a7ad56b86a_text_export.jpeg) 23\. - Check **Preview the invoice Now?** to generate a draft invoice. - Click **Submit**. ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-25/4cc691cb-2ee6-470f-850f-f8cb2f67cfac/user_cropped_screenshot_19d41e1065cb4d66bbdf3673db9ced79_text_export.jpeg) 24\. The **Client Job Invoice** page will appear. Click **Submit.** ![](https://colony-recorder.s3.amazonaws.com/files/2025-12-05/8df05dda-ca53-465c-a7e4-b761c92b4cdf/user_cropped_screenshot_f0b32842fd3f4630815336b9c34c08f0_text_export.jpeg) 25\. Click **Convert Draft** to create a final invoice. ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-25/309b149f-e87a-4412-a444-c7a2b93fbfea/user_cropped_screenshot_1d18714a69c3463eb06feafb3c78ea7c_text_export.jpeg) 26\. A final invoice has now been created. ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-25/f4e1243a-098d-4180-b93e-621175284d27/user_cropped_screenshot_78b0d7b79bdc4614b4512502238720b8_text_export.jpeg) 27\. Click on the invoice number that was just created. 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