How to Create an Invoice Manually in IntoAEC

Manually creating invoices in IntoAEC isn’t just about billing — it’s about making your financial workflow smart, simple, and stress-free. Here’s your playbook to create invoices with precision and professionalism.

Enter the Client’s Financial Space

• From the left sidebar, click Clients.

• Select the specific Client.

• Go to Money Matters — this is your financial hub for that client. 

Think of it as entering the client’s financial cockpit — everything you need to track, bill, and manage money lives here.

Launch the Invoice Creator

• Open the Invoice Tab inside Money Matters.

• Click the Action Button at the top right.

• Select Create Invoice from the dropdown.

Boom! The invoice creation panel opens — like a blank canvas, ready for you to craft a professional invoice.

Fill in the Invoice Form

This is where the magic happens. The form is structured to capture everything you need.

Select Invoice Mode

Choose how you want the client to pay:

• Credit Invoice (Flexible Payments)

  • Break down the total amount into milestones that match the project flow

  • Define payment name, amount, due dates, and terms (e.g., Net 30, Net 45).

  • Automated Reminders – Set up multiple reminders so clients never miss a deadline.

• Cash Invoice (One-Time Payment)

  • Quick and simple — just one total payment, no installments.

  • Perfect for smaller projects or immediate billing.

Add Invoice Items

Now, detail what you’re billing for:

• Material Name → Name of product or service (e.g., “Floor Tiles – Italian Marble”).

• Quantity (Qty) → Number of units.

• Rate → Cost per unit.

• Tax → Choose applicable tax (GST, VAT, etc.).

• Amount → Auto-calculated for you, reducing manual errors.

Want to bill for multiple items? Just click Add manually and expand your invoice effortlessly.

If invoice mode is Credit Invoice

Choosing Credit Invoice unlocks flexible billing with scheduling — perfect for projects that need milestone-based payments.

Here’s how it works:

• Add Payment Terms (Milestones):
  Define structured payment checkpoints by filling in:

  • Payment Name

  • Amount

  • Payment Term (e.g., Net 30, Net 45)

  • Payment Date

  • Reminders (so deadlines never slip!)

• Set Smart Reminders:

  • Click Add Reminder.

  • A Reminder Popup will open.

  • Add multiple reminder dates as needed.

  • Click Save — and now reminders are tied directly to that payment term.

• Break Payments Further:
  Want to split the invoice into more milestones?
  Simply click Add Payment Term and a fresh row appears instantly — ready for your next milestone.

Terms & Conditions

• Add special conditions directly in the Terms & Conditions field.

• Or save time → choose from predefined templates to auto-fill legal and standard terms.

This ensures all invoices stay consistent, professional, and client-ready.

Create & Save

• Click the Create button.

Once saved:

• The invoice instantly appears in the Invoice tab under Money Matters. 

• It is automatically recorded in the Ledger, keeping accounts and reports perfectly synced. 

• Payment reminders (if set) will trigger automatically.

From here, you can:

• Track payments in real time.

• Share the invoice with your client.

• Generate reports for accounting, payroll, or tax filing — all without extra steps.