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How to create request-based invoices

Bill a client for one specific request by creating an invoice from the request page, or invoice a new request when you create it.

Written by Gabriel Lecointere

Request-based invoices let you bill a client for one specific request instead of changing their subscription. Use them when a request falls outside the usual scope of work or needs separate payment.

Use case: You run a recurring design subscription, and a client asks for a large pitch deck that isn't part of their plan. Instead of adjusting the subscription, you invoice just that request, straight from the request page.

What is a request-based invoice?

It is a one-time invoice created from a request and linked to it. It isn't tied to a subscription cycle, so:

  • The client's subscription stays unchanged.

  • The extra work is itemized on its own invoice.

  • You can find the invoice on the request at any time.

How to create an invoice from a request

  1. Open the request you want to invoice.

  2. In the right-hand panel, click the dollar icon to open the Payment list. If the request has no invoice yet, you'll see No invoices yet.

  3. Click Create invoice (or the plus icon next to Payment list).

    Request page with the dollar icon and the Create invoice button highlighted in the Payment list
  4. The invoice editor opens with the request's client already under Billed to. Under Description, click Select service and either pick one of your services or click Add custom invoice item to type your own description and rate.

    Create invoice window with the service picker open, showing Add custom invoice item and the list of services
  5. Adjust the Quantity if needed. Use Add line item for more items, and add any Notes for the client.

    Invoice line with the Landing Page service, its rate, quantity and line total
  6. Click Create invoice. The client is notified and can pay the invoice from the portal.

The invoice now appears in the request's Payment list, where you can see its status and View invoice or Copy link to share the payment page. It is also listed under Invoices with all your other invoices.

Invoice a new request when you create it

When you create a request for a client, you can bill it right away. On the first step, under How do you want this service to be billed?, choose Send the client an invoice for this service.

Create Request form with the billing options open and Send the client an invoice for this service highlighted

ManyRequests sends the client an invoice for the selected service and creates the request once the invoice is paid. The other options are to create the request free of charge or to deduct it from services the client already bought.

This option only appears for admins, and only when Invoice management is on in Settings > Modules and extensions > Billing.

When to use request-based invoices

  • A task is outside the client's subscription scope.

  • The work needs separate approval or budget.

  • You want a clear paper trail for one-off projects.

  • You don't want to modify or pause an existing subscription.

Things to keep in mind

  • Request-based invoices are one-time charges and don't affect the client's recurring subscription.

  • Only admins can create them. The dollar icon tab is not shown to clients or team members.

  • To create an invoice that isn't linked to a request, see How to create and send an invoice on ManyRequests.

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