---
title: "Send an invoice"
description: "Turn finished work into a bill and get it to your customer."
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.crewfather.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Send an invoice

## The four documents

Crewfather makes four kinds of document, each numbered in its own sequence so you can find one by its number:

| Document | Number | What it is for |
|---|---|---|
| **Estimate** | `EST-1001` | What the work will cost, before you do it |
| **Job ticket** | `JT-1001` | What the crew needs on site |
| **Material order** | `MO-1001` | What to buy for the job |
| **Invoice** | `INV-1001` | What the customer owes |

**A document's number is fixed when it is created** and never changes afterwards, so a number you have already given a customer stays correct.

## Draft first

A new document is a **draft**. Drafts are yours: you can add and remove lines, change quantities and prices, and nothing leaves the workspace.

**A draft is never sent anywhere and never syncs to QuickBooks.** Only finished documents do.

## Send it

When the document is right, send it to your customer from the document itself. Its status changes to **sent** so you can tell at a glance which invoices are out and which are still being written.

## Tax and discounts

Line items carry a quantity and a unit price. Discounts and tax are applied to the document, and the total your customer sees is the subtotal, less any discount, plus tax.

**That total is the one number everything else uses**: the balance on the customer's portal, what a payment settles, and what is reported as outstanding.

Source: https://docs.crewfather.com/invoices-and-payments/send-an-invoice/index.mdx