# Invoicing a Fixed Price Job How to create an invoice for a fixed price job in Job Book: finding the job on the Active Job Dashboard, opening a new invoice, adding a Fixed Price line item, and where the invoice goes next. Source: https://getjobbook.com/help/Invoicing_a_Fixed_Price_Job Last updated: 2026-09-18 ## How a fixed price invoice is built A fixed price invoice, sometimes called a lump sum invoice, charges the client a fixed amount for the service. A job billed for the time and materials actually used is covered on [Invoicing a Time & Materials Job](https://getjobbook.com/help/Invoicing_a_Time_and_Materials_Job). Which one a job takes is set on the job itself as its **DWR Billing Type**; see [Job Setup](https://getjobbook.com/help/Job_Setup#dwr-billing-type). - **Nothing is collected for you**: a Time & Materials job is billed from its approved Daily Work Records (DWRs), which Job Book gathers into the DWR Invoice Backlog. A fixed price job has nothing to import, so an invoice started from the **Invoices** card is blank and you enter the charge yourself; started from the Active Job Dashboard, it opens with the job's **PO Amount** already in **Total:**. - **Where the charge goes**: on the **Fixed Price** tab of the invoice, as a fixed price line item. You can also type a bottom-line figure straight into **Total:**. - **What happens next**: the saved invoice lands in the **PM Queue**, from where it lives the same life as any other invoice. That life, the Invoices list and the invoice form are all on [Invoices](https://getjobbook.com/help/Invoices). ## Invoice Creation ### Finding the job on the Active Job Dashboard On the dashboard, in the **Jobs** card, click **Active Job Dashboard**. Two columns help you find the job you want to bill: **Billing Type** reads **Fixed Price** on the jobs this page is about, and **Status** reads **Ready to Invoice** on a job that is ready to be billed. Sort or filter on either one to bring the job to the top. ![The Jobs card on the dashboard, with Active Job Dashboard marked](https://getjobbook.com/_astro/jobs-card-active-job-dashboard.DYGt4B7Y.png) *A fixed price job is billed from here or from the Invoices card, not from the DWR Invoice Backlog, which only gathers Time & Materials work.* ![The top rows of the Active Job Dashboard, with a Fixed Price billing type cell and that row's Create Invoice icon marked](https://getjobbook.com/_astro/active-job-dashboard-create-invoice.C4SISk0M.png) *Billing Type and Status find the job; the Create Invoice icon at the end of its row starts the invoice with the job already on it.* The rest of the grid (the columns, the money totals and the saved templates) is on [Active Job Dashboard](https://getjobbook.com/help/Active_Job_Dashboard). ### Opening a new invoice There are two ways in from the dashboard: - On the Active Job Dashboard, find the job in the grid and click the **Create Invoice** dollar icon in its **Actions** column. On a fixed price job it opens a new invoice for that job with the job's **PO Amount** already in **Total:**. The buttons in that column are described in [Job Reports](https://getjobbook.com/help/Job_Reports). - On the dashboard, in the **Invoices** card, click **Create New**, and select the job. This way the invoice starts empty. Both routes end on the same invoice form, with the job on it. ![A new invoice for a fixed price job, showing Date, the Job, the Expenses table, Other Info and the Invoice Details tabs with Fixed Price open](https://getjobbook.com/_astro/invoice-create-fixed-price-job._nqZduP3.png) *Started from the Invoices card, a fixed price invoice is empty; the charge is yours to enter.* If the job has expenses of its own they are listed in the **Expenses:** table on the form, and ticking a row before you save marks that expense processed; see [The Expenses table](https://getjobbook.com/help/Invoices#the-expenses-table). Every other field is described under [The invoice form](https://getjobbook.com/help/Invoices#the-invoice-form). ### Adding the fixed price charge The charge goes on the **Fixed Price** tab of the invoice, which is the tab the form opens on for a fixed price job. An invoice started from the Active Job Dashboard already carries the job's **PO Amount** in **Total:**; one started from the **Invoices** card has nothing yet. To itemise the charge: 1. Under **Fixed Price Line Items:**, click **Add** to insert a row. 2. Pick the **Cost Item** from the dropdown. The list is the job's fixed price line items, so the item and its price are already there if the job was set up with them. 3. Set the **Unit Cost** and the **Quantity** if the defaults are not right, and type a description for the item. 4. Repeat for each charge on this invoice. ![The Fixed Price tab of the invoice form with one Fixed Price Line Item row open](https://getjobbook.com/_astro/invoice-form-fixed-price.BFxtKWgU.png) *One row per charge. A progress invoice carries one row for the stage being billed; the final invoice carries the rest.* The row's fields, and the other tabs, are described under [The Fixed Price tab](https://getjobbook.com/help/Invoices#the-fixed-price-tab). If you would rather bill a single bottom-line figure, leave the tabs alone and enter the amount in **Total:** instead. ### Saving the invoice Scroll down and click **Save** to push the invoice into the invoice workflow. Job Book assigns the **Invoice Number:** as it saves. Two things change: - The Active Job Dashboard's **Invoice $** column now shows the invoice amount for that job. - The invoice appears in the **PM Queue** on the Invoices list. ## Where the new invoice goes The new invoice waits in the **PM Queue** for the job's project manager to review it and add a Representative Signature. From there it follows the same path as every invoice, on [Moving an invoice to the next stage](https://getjobbook.com/help/Invoices#moving-an-invoice-to-the-next-stage). ## Video Watch the video: [Job Book How to Use Guide #11: Creating and Processing Invoices](https://www.youtube.com/watch?v=g2S9femLKCg) ## Related Guides - Invoicing a Fixed Price Job - [Invoices](https://getjobbook.com/help/Invoices) - [Invoicing a Time & Materials Job](https://getjobbook.com/help/Invoicing_a_Time_and_Materials_Job) - [Invoice Process Backlog](https://getjobbook.com/help/Invoice_Process_Backlog) - [Active Job Dashboard](https://getjobbook.com/help/Active_Job_Dashboard) - [Job Reports](https://getjobbook.com/help/Job_Reports) - [Job Setup](https://getjobbook.com/help/Job_Setup)