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Question

One off Invoicing

  • February 18, 2026
  • 3 replies
  • 29 views

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Is there a way to do a onetime invoice without creating a new opportunity?

3 replies

David_Spiritus
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  • Participating Frequently
  • February 18, 2026

Not that will earn revenue in the System. What is the invoice for?


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  • Author
  • New Participant
  • February 18, 2026

It’s a reimbursement invoice for design fee’s


David_Spiritus
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  • Participating Frequently
  • February 18, 2026

You already invoiced the customer for a design fee…..they paid it...you are now trying to credit their payment and need an invoice to credit?

If so, you can create a Misc Invoice…..