Create an Invoice in Jetpack CRM

Create, customize, and manage professional invoices directly within your WordPress site via the Jetpack Invoice feature.

The Jetpack CRM Invoice Builder offers a powerful yet easy-to-use way to create and manage professional invoices right from your WordPress site.

It comes with many useful features out-of-the-box, and you can extend it further by adding online payments via the Invoicing Pro extension.

Invoice settings

Before you start, you can familiarize with the main invoice settings:

• Invoice-specific settings: found under Jetpack CRM → CRM Settings → Invoicing. These apply only to invoices, not quotes.
• Tax rates: you can create and manage your tax rates at Jetpack CRM → CRM Settings → General → Tax. Learn more about adding and editing tax rates here.

Reference types – Invoice numbering

Invoices are automatically assigned a unique reference number by default. This number increments with each new invoice you create.

There are two main types of invoice reference types/numbering:

• Auto-generated reference: you can use prefixes and suffixes to customize invoice numbers (e.g., PREFIX-10001-SUFFIX). These references remain unique even if invoices are deleted, and can’t be edited.
• Manual input: alternatively, manually enter or edit your invoice reference while creating or editing invoices.

Note: changing the reference type affects only new invoices. Existing invoice numbers remain unchanged. If you want more customization, see our guide on creating autonumber custom fields here.

Business Info settings

Set your business details globally so they appear automatically on invoices. You can configure:

• Business name.
• Business logo.
• Owner name.
• Contact email.
• Website URL.

You can find these options under Jetpack CRM → CRM Settings → Business Info. Learn more about configuring business settings here.

Create your first invoice

To create an invoice follow these steps:

1. Go to Jetpack CRM → Invoices → Add New Invoice, or use the top menu’s Invoices → Add New.
2. Edit invoice details directly on the page. Since version 3.0, you can also add tags.
3. Add new line items by clicking “+ Add row.” The total updates automatically.

Invoice statuses

Invoices can have several statuses, including:

• Draft (invoice in progress).
• Unpaid.
• Paid,
• Overdue.

These statuses control how invoices appear to your clients (also via Client Portal).

Add attachments in invoices

You can attach files to invoices in the “Add File” section.

Accepted file types can be set in Jetpack CRM → CRM Settings → General → File Attachment Settings.

Additional invoice features

In top of the basic invoice features, you can add the following to your invoice setup:

• Add VAT, payment, and statement details to invoices.
• Customize invoices with additional custom fields available from Jetpack CRM → CRM Settings → Custom Fields.
• Addresses auto-populate from the associated contact’s information.
• Use custom tax rates (introduced in version 3.0).

Quotes and Invoices

Currently, quotes cannot be converted directly into invoices. After a quote is accepted, you must manually create an invoice separately. This feature is planned for future releases.

Placeholders/merge tags and templates for invoices

You can create and customize placeholders for invoices – we have information on this documentation page.

For detailed templating options (developer-level customization), see our templating guide; note that templating falls outside the scope of our support.

For most users, configuring invoice details via the settings listed in this page is recommended before exploring templates.

Clarifications about invoices, transactions, and WooCommerce

If you’re confused about the differences between invoices, transactions, and WooCommerce orders, please refer to this documentation page.