Create a miscellaneous invoice

A miscellaneous invoice — shown as Misc across Bulk — bills charges that do not come from production work. Where a standard invoice is built from an order's finished jobs, a misc invoice has no job links: you write every line yourself, or pull priced lines from your catalogue or a pricing template. Use it for the things that fall outside the normal route — freight and delivery recharges, one-off agreements, expedite surcharges, or an ad-hoc service you agreed with a customer.

You can attach a misc invoice to an existing order (so it shares that order's customer and currency) or straight to a customer with no order at all.

When to use a misc invoiceCopy Anchor Link

Reach for a misc invoice when the charge is not already priced on a production order:

• A one-off or off-route service you want to bill by hand.
• Freight, carriage, or a delivery surcharge that was not part of the job price.
• An extra agreement or goodwill charge tied to an order, but not to its jobs.
• Any charge for a customer who has no active order to bill against.

If instead you are billing finished production jobs on an order, create a standard invoice — see Create a standard invoice. Both types are introduced side by side in Select an invoice type.

Before you startCopy Anchor Link

You need the Create invoices permission (production_invoicing.create). In the default roles this is granted to Super user, Entity admin, Manager, and Invoicing. Operators can submit and confirm invoices but cannot create them, so if the New invoice button is missing, this is why.

You also need something to bill:

• Attaching to an order — the order must be open (not closed or cancelled) and must already have a customer. The customer and the invoice currency are taken from that order.
• Attaching to a customer — you need a customer set up for your entity. The invoice currency comes from that customer's currency.

A customer's status can also gate billing. If a customer is set to a status that blocks draft invoices, Bulk stops the draft and explains why; a warning-level status lets you continue with a note.

Create the draftCopy Anchor Link

The new-invoice flow is a short three-step wizard: choose the type, attach it, then add lines and review.

1. Open Finance in the sidebar and choose New invoice (or open Finance -> Invoices and select the New invoice button in the top right). Both land you on New invoice, with Step 1 of 3: choose type in the footer.
2. On the Choose type step, select the Misc invoice card and select Continue.
3. On the Misc invoice attach step, choose what to attach the invoice to under Attach to:
   • An order — bill against an existing order and its customer. Pick the order from the Order list; the Customer field fills in from the order and cannot be edited here.
   • A customer — bill a customer directly with no order. Pick the customer from the Customer list.
4. Select Create draft. Bulk creates the draft, shows a "Draft invoice created" confirmation, and opens the invoice.

Add lines and reviewCopy Anchor Link

Creating the draft takes you to the invoice detail page, where the misc draft shows Bill from and Bill to cards and an editable Line items grid. This is where you build the invoice by hand.

Use the buttons at the top of the Line items card to add lines:

• Add line — a blank manual line. Type a description, quantity, and unit price directly in the grid.
• From catalogue — open Add catalogue service and pick a priced service from the customer's catalogue; Bulk snapshots its price onto the line.
• Pricing template — open Add pricing template and pick a rate template; its effective total becomes the line price.

Each line shows a Code, Description, Qty, Unit price, and Total. Edit the description, quantity, and unit price inline; drag the handle on the left to reorder lines; and use the trash icon to remove one. The Subtotal and Total update as you go. You can also add optional Notes and fill any Custom fields your entity has configured for invoices.

When the invoice has at least one line, every line has a quantity greater than zero, and the total is not negative, the primary action in the header becomes available. Depending on your entity's approval settings this is either Issue (bill it now) or Submit for approval (send it to an approver first). Until then, that action stays disabled. When the lines or total block it, a note under the invoice header names up to three lines whose quantity is not greater than zero and counts the rest, or says the invoice is empty or its total is negative. While Bulk is updating the lines or preparing the issue preview, the button reads Updating… or Preparing… instead. A draft you no longer want can be removed with Discard.

Wayne Corp exampleCopy Anchor Link

This fictional example explains the workflow; the screenshots use an unsaved attach form and an existing draft viewed read-only.

Gotham Applied Sciences agrees to expedite a pallet of finished brackets to Iceberg Logistics by overnight courier, at the customer's cost. The freight was never priced on any job, so there is nothing to bill on a standard invoice.

An Invoicing user opens Finance -> New invoice, selects Misc invoice, and continues. Because there is no order to bill against, they choose A customer and pick Iceberg Logistics, then select Create draft. On the draft they select Add line, enter "Expedited delivery — pallet freight", quantity 1, unit price 240.00, and add a second line for a handling charge. They add a short note referencing the delivery date, review the total, and select Issue. The invoice is now billed to Iceberg Logistics with no link to production.

What to expectCopy Anchor Link

• The draft appears immediately in Finance -> Invoices with a Misc tag in the Type column. The invoice number is assigned at creation and kept when it is issued.
• After you issue it, Bulk keeps the invoice number, the document becomes read-only, and it moves through the issued lifecycle (issued, sent, confirmed) like any other invoice.
• To find misc invoices later, open the invoices list and filter by type, or scan the Type column for the Misc tag.

Limits and behaviourCopy Anchor Link

• Misc invoices are generally available. They have no tax or VAT lines and no payment or accounts-receivable tracking inside Bulk — the totals are the billed amounts only.
• You cannot choose a currency by hand; it is inherited from the order or customer, as described above.
• A misc invoice has no production-job links. When attaching it to an order, you can copy selected order services into the draft. If you want invoice lines built from finished jobs, use a standard invoice instead.
• Voiding is terminal: a voided invoice stays in the list for the record but cannot be reactivated.

TroubleshootingCopy Anchor Link

• No "New invoice" button. Your role lacks the Create invoices permission (production_invoicing.create). Ask an administrator to grant it or assign a role that has it (Entity admin, Manager, or Invoicing).
• An order is not in the Order list. Only open orders that already have a customer appear. Closed or cancelled orders, and orders with no customer, are excluded — attach to the customer directly, or reopen or fix the order first.
• The draft will not create, or shows a blocked message. The customer's status may be set to block draft invoices. Check the customer's status, or choose a customer whose status allows billing.
• Issue and Submit for approval are greyed out. The invoice has no lines, a line whose quantity is zero or negative, or a negative total. Give every line a quantity greater than zero, and adjust line prices until the total is zero or more, then try again. The total may be zero.

RelatedCopy Anchor Link

• Select an invoice type
• Create a standard invoice
• Approve an invoice
• Issue an invoice
• Finance overview