Create an Invoice in Constrigo

Open Invoices then "New invoice". Choose an accepted quote to carry over its lines, or enter the client, the lines and the dates. Click "Create invoice": it is saved as a draft with a number such as FAC-2026-000001. Invoicing is restricted to the business owner. The Discovery plan is limited to 5 invoices per month.

1. Open the Invoices page, then click "New invoice".
2. If you have accepted quotes, the "From an accepted quote" card lists them at the top. Click a quote: the invoice takes over its client, its project and its lines.
3. Otherwise, in "Invoice details", enter the "Subject / Title", choose the "Client *" and, if needed, the "Project".
4. In "Invoice lines", click "Add" to enter a line, or "Catalog" to reuse a saved service.
5. In the "Dates" card, check the "Issue date" and the "Due date".
6. Click "Create invoice". The number is assigned automatically.

1. Tap the central quick-create button, then "Invoice".
2. Select the "Client *".
3. Add at least one line: saving is refused without a line.
4. Enter the "Issue date" and the "Due date". The due date must be later than the issue date.
5. If needed, add "Internal notes", visible only to your team.
6. Tap "Create invoice": the message "The invoice has been saved as a draft" is displayed.

• Each invoice receives a unique number in the format FAC-year-6-digit number (for example FAC-2026-000001).
• While it is a draft, you can edit its lines or delete it.
• With the Discovery plan, you can create 5 invoices per month. The Artisan, Enterprise and Pro BTP plans have no limit.

Once issued (sent, paid, overdue or canceled), the invoice is locked: its lines can no longer be edited. A mistake is corrected with a credit note.

• Send the invoice: see "Send an invoice to your client".
• Invoice in several installments: see "Deposit invoice and final invoice".
• Correct an issued invoice: see "Create a credit note for an invoice".