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How to Create Request-Based Invoices

This guide shows how to invoice clients for one-off work by creating an invoice directly from an individual request.

Written by Regine Garcia

Request-based invoices let you bill a client for a specific request instead of their recurring subscription. This is useful when a request falls outside the usual scope of work or needs to be billed separately as a one-off project.

Common use case

You run a recurring design subscription, but a client submits a request that does not belong in their plan.

For example:

  • A large PDF, pitch deck, or booth asset

  • A special campaign or launch asset

  • A one-off project that requires separate approval and payment

Instead of adjusting the subscription, you can invoice just that request.

What is a request-based invoice?

A request-based invoice is an invoice created directly from an individual request. It is not tied to a subscription cycle and is billed as a one-time charge.

This keeps things clean:

  • The subscription stays unchanged

  • The extra work is clearly itemized

  • The invoice is linked directly to the request

How to create an invoice from a request

Step 1: Open the request

Open the request you want to invoice.

Step 2: Locate the payment sidebar

On the right-hand sidebar of the request, find the dollar icon.

If no invoice exists yet, you will see an option to create one.

Step 3: Create the invoice

Click Create Invoice.

From here, you can:

  • Set the invoice amount

  • Add a description for the one-off work

  • Review the details before sending it to the client

Step 4: Send the invoice to the client

Once created, the invoice is sent to the client and tracked directly from the request.

When to use request-based invoices

Request-based invoices are ideal when:

  • A task is outside the client’s subscription scope

  • The work requires separate approval or budget

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

  • You do not want to modify or pause an existing subscription

Things to keep in mind

  • Request-based invoices are one-time charges

  • They do not affect the client’s recurring subscription

  • Payment status is visible directly on the request

  • This works well for agencies offering a mix of subscriptions and custom projects

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