ERRO • Simplified Sales

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Article Sections

1. Getting Started

1.1 Account Setup

1.2 QuickStart Guide

1.3 Mobile Setup

2. Leads

2.1 Create a Lead

2.2 Edit a Lead

2.3 Add a Tag or Stage to a Lead

2.4 Create an Email Template

2.5 Create an Email Campaign

2.6 Edit Your Lead Form

2.7 Embed Your Lead Form

3. Library

3.1 Create a Library

3.2 Create a Budget

3.3 Calculate Profit for Library Items

3.4 Calculate Tax for Library Items

4. Sales Template

4.1 Create a Sales Template

5. Estimate

5.1 Create an Estimate

5.2 Save a Revision of an Estimate

5.3 Approve or Reject an Estimate

6. Proposal

6.1 Create a Proposal

6.2 Create a Proposal Template

6.3 Edit a Proposal Template

6.4 Send a Draft Proposal

6.5 Send a Proposal

6.6 Sign a Proposal

7. Invoice

7.1 Create an Invoice

7.2 Edit an Invoice

7.3 Create a Payment Schedule

7.4 Send an Invoice

7.5 Record a Payment

8. Change Order

8.1 Create a Change Order

9. Organization Management

9.1 Organization Overview

9.2 Manage Organization Members

9.3 Update Organization Details/Branding

9.4 Manage Your Erro Subscription

9.5 Manage Organization Permissions

10. Team Management

10.1 Teams Overview

10.2 Create a Team

10.3 Manage Team Permissions

10.4 Manage Team Members

10.5 Manage Team Details

10.6 Turn On Internal Approvals

10.7 Turn On Base and Options Pricing

11. Account Management

11.1 Change Account Details

11.2 View and Manage Team Memberships

11.3 View and Manage Organization Memberships

Create an Invoice

Learn how to create an invoice step-by-step. Invoices help you bill your clients for completed work. They can be created for proposals that have been signed and accepted by a client.

By Erro Support | 01/25/2026

2 min read

Invoice

1. View Invoices

Start by navigating to the invoices section to see all your created invoices. To create a new invoice, click the 'Create Invoice' button in the top right corner.

2. Create an Invoice

Select the Proposal you want to create an invoice for. Fill in a name for the invoice and click 'Create Invoice'.

3. View Your Invoice

After creating an invoice, the preview of the invoice will be displayed. You can review the details and make any necessary adjustments before sending it to your client.

Now that the invoice has been created, you can edit it before sending to your client. View the 'Edit Invoice' article for more information.

Edit an Invoice

Step-by-step guide to editing an invoice.

Invoice

5 min read

1/25/2026

Erro Support

Learn More

Create a Payment Schedule

Step-by-step guide for creating a payment schedule.

Invoice

5 min read

1/25/2026

Erro Support

Learn More

Send an Invoice

Step-by-step guide for sending an invoice.

Invoice

1 min read

1/25/2026

Erro Support

Learn More

Record a Payment

Step-by-step guide for recording a payment.

Invoice

5 min read

1/25/2026

Erro Support

Learn More

Article Sections

1. Getting Started

2. Leads

3. Library

4. Sales Template

5. Estimate

6. Proposal

7. Invoice

8. Change Order

9. Organization Management

10. Team Management

11. Account Management

Create an Invoice

Learn how to create an invoice step-by-step. Invoices help you bill your clients for completed work. They can be created for proposals that have been signed and accepted by a client.

1. View Invoices

2. Create an Invoice

3. View Your Invoice

Other Invoice Articles

Explore more articles to help you get the most out of Erro.

Edit an Invoice

Create a Payment Schedule

Send an Invoice

Record a Payment