New invoice workspace

Lux Invoice

Quotes, invoices, clients, reusable items, PDFs, email, and manual paid status for field service work.

Create

Draft the invoice while the work is still clear.

Choose the client, add saved work, review tax and totals, then move from quote to invoice without retyping the job.

Document

New invoice

Draft

Ridgeview Apartments

1420 W Lake St, Chicago, IL 60607

Gate code changes after 6 p.m. Call the property desk before arrival.

Service call

On-site diagnosis

Camera inspection

Line inspection and findings

Replacement valve

Parts and install material

Subtotal$360.00
Tax 8.875%$31.95
Total$391.95

Invoice

INV-1048

Northline Service Co.

$391.95

USD

Client

Ridgeview Apartments

[email protected]

Issued

May 18, 2026

Due

Jun 1, 2026

Service call

1 x $165.00

$165.00

Camera inspection

1 x $195.00

$195.00

Subtotal$360.00
Tax 8.875%$31.95
Total$391.95

Notes

Service completed at 1420 W Lake St, Chicago, IL 60607. Please include INV-1048 with payment.

Clients

Find the repeat customer before you write the document.

Client records hold contact details, addresses, notes, invoice history, and pinned accounts for the businesses you bill often.

Ridgeview

Ridgeview Apartments

Maya Torres

Pinned

Oak & Pine Market

Marcus Reed

Willow Creek HOA

Priya Shah

Client record

Ridgeview Apartments

Maya Torres

$3,472.80 open

Phone

+1 (312) 847-1928

Address

1420 W Lake St, Chicago, IL 60607

Last used

May 18, 2026

Notes

Gate code changes after 6 p.m. Call the property desk before arrival.

Recent documents

INV-1048

May 18, 2026

$1,203.60

Unpaid

EST-318

May 4, 2026

$2,650.00

Paid

Items

Build the line items from saved field work.

Reusable items keep common labor, trip charges, parts, reports, and inspections ready so the next quote does not start from a blank screen.

Saved items

Add repeat work

Reusable

Service call

On-site diagnosis

$165.00

After-hours labor

Evening service hour

$125.00

Camera inspection

Line inspection and findings - used 27 times

Trip charge

Metro service area - used 63 times

Quote lines

Ridgeview Apartments

2 items

Service call

1 x $165.00

$165.00

After-hours labor

2 x $125.00

$250.00

Subtotal$415.00
Tax 8.875%$36.83
Total$451.83

Defaults

Set the document details once.

Business defaults carry the tax setting, due terms, notes, and terms into the next document while still letting each invoice stay editable.

Defaults

Ready on every draft

Saved
Terms
Net 14
Tax
8.875%
Currency
USD

Default note

Thank you for your business. Please include the invoice number with payment.

Business profile

Northline Service Co. and billing contact are applied automatically.

Numbering

The next invoice number is ready when a document is created.

Delivery

Send the PDF, then update the status yourself.

Lux creates the document and email record. Payments happen outside Lux, so the paid or unpaid label stays under your control.

PDF ready

INV-1048.pdf

Email prepared

[email protected]

Manual status

Unpaid until marked

Delivery

Send INV-1048

Unpaid

Ridgeview Apartments

[email protected]

PDFAttached
Email recordCreated
PaymentHandled outside Lux

Payment label

Unpaid
Paid

Activity

Email sent to client

Attachment

PDF stored with the document

Start with the next invoice.

Create the client, add the work, send the document, and update the status when payment clears.

Open Invoice