---
title: Invoicing - Create & Manage Custom Invoices
description: In this article learn how to create and manage Invoices.
---
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# Invoicing - Create & Manage Custom Invoices
## In this article learn how to create and manage Invoices.
APPLIES TO: All admins
LAST UPDATED: April 8, 2026
Creating an invoice is a great way to collect payments for larger orders or more exclusive client services separate from day-to-day purchases like lessons or camps.
#### Access to Invoices
- [Log in to your Upper Hand account](https://app.upperhand.io/?__hstc=92475842.24f3b496d76710094963c0059b1e7945.1741288766808.1757013424573.1757082555866.48&__hssc=92475842.4.1757082555866&__hsfp=1286964747) and navigate to **Reports **in the left hand navigation
- From the list of reports, click **Invoices**
- Once you are on the Invoices tab, you’ll see the **Invoices Report** in it’s default state. Here you will be able to create new invoices, view or take action on existing invoices, and export your list of invoices.
#### Create an Invoice
- On the Invoices Report click the ***Black + Button*** in top left hand corner to open the Invoice creation drawer and complete the Bill To and Due Date sections
- Under **Bill To:** search for and select the name of the client who will be invoiced
- Next, select a **Due Date** - This is the date when the payment for the invoice is due
- Once you’ve added a due date you’ll add your invoice items. You can choose to between two options for adding items:
- **Create Invoice from Existing Items** - Existing events, memberships, retail etc. that have already been created for your business
- If you choose to create an Invoice from existing items, you will then **select a category** (Events, Memberships, Retail, etc.) and then you can search for items under that category and **click on them to add to the invoice**
- **Create Custom Invoice** - Create new items from scratch
- If you choose to create a custom, you will then enter **Item Name, Type (category the item falls under), Price Per Item,** and **Quantity **and click **Save**
- Once you add your item(s), you can adjust the quantity of the item and the price per item if needed
***Add Existing Item***
***Add Custom Item***
****
- After you've added all your items, you can click **Review Final Invoice **to finalize your selections
- The invoice review will show all selections made when creating the invoice and the final invoice amount including service fees and sales taxes (if applicable). **Note: You can remove service fee or sales tax if needed**
****
- Once you’ve reviewed the invoice selections, you can click **Create Invoice**. The new invoice will now show at the top of the Invoice report
#### Manage Invoices
- All invoices will be listed on the **Invoice Report** with the date the invoice was created, Invoice number, Buyer, Amount, Number of Invoiced Items, Payment Status, and Due Date. You can click on the invoice to view the **Invoice Summary** drawer
- From the invoice summary drawer you can resend the invoice via email by clicking the **3 dots** in the right hand corner and clicking **Resend Invoice**
- You can also use the **3 dots on the individual items** to **View the Balance** on the invoice and apply payment or **Waive the Balance**
****
- Invoice statuses are
- **Invoiced** - invoice has been created and sent to the client but the due date is in the future
- **Paid** - client has paid the full invoice
- **Past Due** - the invoice due date is in the past and the client has not submitted payment
- **Partial** - partial payment has been made towards the invoice
#### Other things to note:
- When an invoice is created, the client (buyer) and admin will receive the Invoice via email
- Clients will be able to view their invoice balance via the Outstanding Balance card on their client profile and [pay the balance](https://help.upperhand.com/pay-outstanding-balance-from-my-profile?hsLang=en) before the due date
- Managed profiles cannot be invoiced
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