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Creating an invoice in B12 Commerce

Learn how to create new invoices.

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Written by: Meredith

Last updated: 13 Oct., 2026

 

This feature is currently available only

to users located in the United States.

Invoice templates help you create new invoices efficiently by referencing an existing invoice template. For the full steps to create and send an invoice, see Creating and sending an invoice with B12 Commerce.

Creating an invoice

1. In the left sidebar menu, click payments Commerce [B12 2.0: Payments and Invoicing].

2. Click Create invoice. 

Invoices page with arrows pointing to the Create invoice buttons

3. Under Business information, click Edit to update your company details.
You can also change the From field, which controls which email address sends the invoice.

Business information section with the Edit button and From field

4. Under Client information, search for an existing client by typing their name, or click Add new client.

Client information search box and Add new client button

If you added a new client, enter the customer’s contact and billing details, then click Save.

New client form with contact and billing details and an arrow pointing to the Save button

5. Under Invoice details, choose the type of invoice you want to send:
One-time, Recurring, or Proposal.

A one-time invoice is sent once, a recurring invoice is sent automatically on a set schedule, and a proposal is a draft invoice used as a quote until approved.

Invoice details with the One-time, Recurring, and Proposal options, invoice number, and due date

You can edit the invoice number and due date.

6. Click Add item. 

To use a previous invoice item, use the search tool to browse for an existing line item. Use the checkboxes to select the items you want to include. Add as many line items as needed.


Add item panel with a search box and checkboxes for existing line items

7. When finished, click Add item again to confirm your selections.

8. Edit your invoice email template. You can adjust CC and BCC fields — press Enter/Return after each address to confirm.

Invoice email section with the CC and BCC fields and a list of email templates

Click on any invoice template to edit the subject, message, and attachments. A live preview appears on the right, so you can review changes before sending them.

Click Save when you are finished.

Invoice email template editor with a live preview and an arrow pointing to the Save button

9. Customize the Success message after the payment field.

Next steps section with the success message field and the Next step dropdown open

Select a Next step of your choosing. Here are the five options available in the dropdown.

  • None - stay on the same page and only display the success message

  • Complete a form - go to the selected form

  • Schedule an appointment - go to the selected scheduling form

  • Make a payment - go to the selected checkout page. Note: This action is not recommended for this tool.

  • Redirect to another page - go to the specified section / page / URL / media

Make sure to provide next step details by specifying the target such as Add form / Add scheduling form / Add payment details / Add redirect.

  • For this example, we will select Schedule an appointment since this is a common next step after a client completes a payment.
  • Click Add scheduling form. You can select your existing forms or Add new form. 

Scheduling form panel with the Add new form button and a list of existing forms

10. Click Send.