---
title: How to Create and Manage Invoices
description: How to Create and Manage Invoices
---

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1. [Eligeo Knowledge Base](https://help.eligeo.com/?hsLang=en)
2. [Proposals & Invoices](https://help.eligeo.com/proposals-invoices?hsLang=en)
3. [Invoices](https://help.eligeo.com/proposals-invoices?hsLang=en#invoices)

# How to Create and Manage Invoices

,You can create invoices directly from proposals or manually, apply taxes, record payments, and sync to QuickBooks.

**Steps:**

1. Navigate to the **Invoices** module.
2. Click **New +** to create a manual invoice (or click **Create Invoice** from a Proposal).
3. In the invoice detail view, add **Line Items**, **Quantities**, and **Unit Prices**.
4. To apply tax, click the **Tax** button on a line item and select the appropriate tax rule.   
   ![](https://help.eligeo.com/hs-fs/hubfs/image-png-Dec-26-2025-09-50-50-5378-PM.png?width=670&height=340&name=image-png-Dec-26-2025-09-50-50-5378-PM.png)
5. Click **Save.**
6. To record a payment, click the **Payment** button in the top-right corner.
7. Enter the **Payment Amount**, **Method** (e.g., Check, Cash), and click **Save Payment**.   
   ![](https://help.eligeo.com/hs-fs/hubfs/image-png-Dec-26-2025-09-53-05-5986-PM.png?width=670&height=308&name=image-png-Dec-26-2025-09-53-05-5986-PM.png)
8. To sync to accounting, click **Sync to QB**.
9. To **Share** the Invoice as **PDF**, click on **Share** and select your **Invoice Template** and Click **Send.**

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