---
title: "Invoice > Create an Invoice from 'Payment Plan from Price Quote'"
canonical: "https://technology.bytangram.com/space/TGKB/431554586/Invoice%20%3E%20Create%20an%20Invoice%20from%20'Payment%20Plan%20from%20Price%20Quote'"
format: markdown
---
**Invoices** in WorkBook can be created in a number of ways, one method is to copy the price quote payment plan to the invoice. This is useful if, for instance, you want to create installment invoices. When creating a final invoice on the job, the payment plan can be used to discount previously paid installments of the invoice. 

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## COPY PRICE QUOTE PAYMENT PLAN TO INVOICE

- In the **jobs list** > select the **job**
- Click the **invoice** icon

![image](media://445149ff-b2c1-444f-a0bc-c0a9a80fb9a6)

- Click **create new** button
- In the **create new invoice** pop-up box:
  - Select **invoice type**
  - Insert correct **invoice date**
  - In copy data from select **payment plan from price quote**
- Click **ok**

![image](media://5c64c9b5-642b-4a66-b3a8-78bc15e1c13e)

> 📝 If there is an existing invoice on the job, you can create a new invoice by clicking on the ‘burger’ menu (3-line menu), select ‘Create new invoice’ and follow the steps as usual.

![image](media://368b1f69-adcc-41ef-ad7b-3d723058f21f)

> ℹ️ In this example we have chosen to create an ‘invoice on account’ and copy from 'payment plan from price quote’. If you wish to create a different type of invoice or create an invoice from any other means, please refer to the specific articles.

- In the pop-up choose the following:
  - The price quote
  - The billing plan line item to be copied
  - Text to add to the invoice line
  - Activity to put the invoice value against

> 📝 You can set a default activity with system variable **509** to default the activity when copying a price quote payment plan to an invoice.

![image](media://0dfe3012-41d1-433f-a30a-32721d9ded91)

- The **billing plan** line item and activity will now appear in the **lines** tab, as per your selection above

![image](media://8357988c-a815-448b-beaa-885433f71d00)

- Refer to [Step-by-Step > Create an Invoice](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/257327457/Step-by-Step+%3E+Create+an+Invoice+on+Account) for instructions on how to complete your invoice

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