# Create an invoice

Roc Services web portal

**Note:** The steps in this article apply only to the web app.

The invoice contains links that your customer can use to pay the invoice by ACH or by card. You can also request a deposit from your customer.

## Create an invoice 

1. On the main menu, select  **Invoices** , and then select  **Create New Invoice**.
2. From the Net Term menu, select the number of days until payment is due.
3. To add a customer, complete the following steps:
   1. Select ![Add](https://support.payroc.com/assets/dbfe4b8084d552f5.png), and then select  **Add Customer**.
   2. Enter the following details about the customer:
   3. Name
   4. Email address
   5. (Optional) Other contact details
   6. (Optional) Address details
   7. Select  **Save**.
4. Add an item to the invoice using one of the following three methods:
   - Use the search box to find an item in the catalog.
   - Select  **Show Catalog**  to browse the catalog.
   - Select  **Add Quick Item**  to add and edit a custom item.
5. (Optional) Type a custom note in the Note field.
6. (Optional) To add an attachment, select  **Add Attachment**.
7. (Optional) To add a discount, complete the following steps:
   1. From the Discount % menu, select the type of discount.
   2. In the Total Amount field, enter a discount value.
   3. Select  **Apply**.
8. Select  **Generate Invoice**.

## Request a deposit 

1. From the Invoice menu, select an unpaid invoice.
2. Select  **REQUEST DEPOSIT**.
3. Select the type of deposit that you want to request:
   - Percentage
   - Flat amount
   - Total due
4. Enter the value that you want to request.
5. Select  **Request Deposit**.

## Video tutorial 

[Roc Services Video Support - Payments & More - Creating Invoices](https://www.youtube-nocookie.com/embed/0QUmYiupPKY)

## Related articles

- [Create and send an invoice from the Virtual Terminal in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-and-send-an-invoice-from-the-virtual-terminal.md)
- [Create and send an estimate in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-and-send-an-estimate.md)

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From [Payroc Support](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-an-invoice). Every page is listed in [llms.txt](https://support.payroc.com/llms.txt).