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Sometimes you have expenses that don’t come with a formal invoice. Rent, utilities, janitorial services, cable, marketing, equipment — that kind of thing. This feature lets you log those costs at the category level (no line-item detail needed) so they show up in your reports and give you a fuller picture of where your money is going. What you can do with these invoices:
  • Pay them using Bill Pay (coming soon)
  • Automatically export them to your accounting system
  • Optionally attach supporting images or documents
  • See category-level costs reflected in Budgets, your P&L, and other reports
How it works: Follow the steps below to create the invoice. Once it’s done, the expenses automatically flow into your reports and become eligible for payment. Note: If you choose “Line-item detail” instead, the invoice won’t close or become eligible for Bill Pay (coming soon) until you upload the actual invoice image.

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1. From Orders > Orders, click “Add Invoice”, then “Create Invoice”.

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2. In the dialog that pops up, click “One Time Invoice”.

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3. Select “Category-level detail” and click “Next”.

Want “Line-item detail” instead? Check out Create an Invoice to Upload Invoice Cover Sheet. The short version: you’re creating a shell invoice to pay a vendor quickly, but it still requires an invoice image upload.

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4. Choose the Vendor from the dropdown list.

The list shows all your existing vendors. If you need to add a new vendor that isn’t in your account yet, send an email to contact@garde.app with the vendor’s name and they’ll get it set up for you.

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5. Pick an invoice date using the date selector.

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6. The Invoice Number is optional.

Leave it blank and Garde will auto-populate it with the date the invoice was created.

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7. Choose your Payment Account.

The default is Accounts Payable, but you can pick any active Payment Account.

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8. Select a Category and enter the amount.

Choose from the dropdown and fill in the corresponding dollar amount. Remember, there are no individual vendor items or products on this type of invoice — just the category total.

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9. Add any extra fees, taxes, or charges.

Enter them in the appropriate fields and Garde will calculate the total for you automatically. Note: You cannot create invoices with expenses under any Labor categories.

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10. Attach supporting documents (optional).

At the bottom of the page under Backup Documents, click “Attach file” to upload any relevant files. You can attach multiple documents. Each uploaded file’s name will display as confirmation.

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11. Click “Create Invoice” — and you’re done.

The invoice is now closed. It will flow into your reports automatically and will be available for payment once Bill Pay launches (coming soon).