Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Home

  • Getting Started

    • Logging Into DesignSmart

      • Address Book

        • AI Tools

          • Budgets

            • Client Deposits

              • Client Invoice Payments

                • Client Portal

                  • Damaged Goods

                    • DesignSmart Companion

                      • Email

                        • Expediting (Order Tracking)

                          • Finishes

                            • Freight

                              • Images

                                • Inventory

                                  • Invoices

                                    • Items

                                      • Mobile App

                                        • Optional Modules

                                          • Overture

                                            • PaySmart

                                              • Personal Settings

                                                • Pick Lists

                                                  • Products

                                                    • Projects

                                                      • Proposals

                                                        • Purchase Orders

                                                          • Reports

                                                            • Sales Tax

                                                              • Specifications

                                                                • System Settings

                                                                  • Tasks

                                                                    • Technical Support

                                                                      • Templates

                                                                        • Timesheets

                                                                          • Training

                                                                            • Troubleshooting

                                                                              • Vendor Payments

                                                                                • Home
                                                                                • keyboard_arrow_right Invoices

                                                                                Invoices

                                                                                Invoice Options in DesignSmart

                                                                                DesignSmart provides flexibility when it comes to creating invoices. Below are the two primary options for processing and creating invoices.

                                                                                 

                                                                                Option 1 - Flagging Items To Invoice

                                                                                Designers “flag” items when they are ready to be invoiced. For some firms, that is when items are shipped, or when all items are in the warehouse and they are ready to install; for others, it may be after the items have been installed. 

                                                                                Regardless of when you invoice, when designers flag items to invoice, the bookkeeping staff knows exactly what items should be invoiced.

                                                                                 

                                                                                Option 2 - Creating Invoices

                                                                                Whether it is the designer or the bookkeeper who creates invoices, the process is straightforward in DesignSmart.

                                                                                Was this article helpful?

                                                                                sentiment_satisfied

                                                                                Yes

                                                                                sentiment_dissatisfied

                                                                                No

                                                                                © 2025 DesignSmart All rights reserved.

                                                                                Knowledge Base Software powered by Helpjuice

                                                                                Expand