Create a Product Invoice

Overview

Product invoices can be generated separately from recurring charges or appointments, proposals, and tickets. This article explains how to create a one-time product (1x P) invoice directly from a customer account — for example, when billing for labor time or equipment and materials.

Creating a Product Invoice

Follow the steps below to generate a product invoice from the customer's account.

Step 1 — Open the Invoice

1. Navigate to the customer account.
2. Click Invoice History.
3. Click Insert.
4. Select Product from the options presented.
5. Click OK to proceed.

Step 2 — Add a Line Item

1. Click Insert.
2. Click the magnifying glass icon next to the Part ID field.
3. Search for the desired part and select the appropriate Part ID from the results.

Taxation Settings

Set the tax status for each line item using the options below.

Optional Invoice Text

You can include custom text that will be printed on the invoice for the customer.

1. Add any desired text in the invoice text field.
2. If text was added, select the Print on Invoice option to ensure it appears on the printed invoice.

Saving the Invoice

1. Click OK to save the line item.
2. Repeat the line item steps above for any additional products or materials that need to be invoiced.
3. Click OK to save the completed invoice.

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com

Copyright © 1999–2026 Cornerstone Billing Solutions. All rights reserved.