Create and send an invoice
Bill a finished job or a signed quote, or start an invoice from scratch, then email it so your customer can pay online.
An invoice has its own link, like a quote. Your customer opens it, sees the balance and can pay online. Any deposit they already paid is taken off automatically.
Create an invoice
Pick the way that fits:
- From a job: open the job in Work → Jobs and click Create invoice. Once the last visit is done, the job asks you to invoice it. Lines come from the job.
- From a signed quote: open the quote in Work → Proposals and click Create invoice. Lines are exactly what your customer chose and signed for.
- From scratch: go to Work → Invoices and click New invoice.
A job or quote only ever has one live invoice. If one already exists, the button opens it instead.
In the app, open a job and tap Create invoice.
Fill it in
The invoice opens as a draft. Your customer can't see it yet.
- Check the Customer and Title.
- Set the Issue date and Terms: Due on receipt, Net 15 or Net 30. The Due date fills in for you, and you can change it.
- Under What you're billing for, adjust the lines for any changes on the job. Click Add line for extra work. Lines are tagged From proposal or Added.
- Set a Discount or Sales tax if needed.
- Add Notes to the customer, like "Replaced two worn rollers while on site."
- Click Save.
The totals show any deposit already received and the Balance due.
Send it
- Click Send invoice. You need at least one line with a price.
- The invoice is emailed to your customer and the link goes live.
- To share it yourself, copy the link from the Customer link card, or click Open to see what your customer sees.
In the app, open the invoice from More → Invoices and tap Send (or Resend), or Share link to text it.
Track it
Work → Invoices shows totals for Outstanding, Overdue and Collected this month, with filters for Unpaid, Overdue, Drafts, Paid and All.
| Status | What it means |
|---|---|
| Draft | Not sent. Your customer can't see it. |
| Sent | Waiting for payment. |
| Partly paid | Some has been paid. |
| Overdue | Past the due date with a balance left. |
| Paid | Paid in full. Its lines can no longer be edited. |
| Void | Cancelled. |
Click PDF on any invoice to download a copy.
Fix a mistake
- Draft: click Delete draft at the bottom. Any deposit goes back to the quote.
- Wrong payment: fix or delete it in the Payments card. See Record a payment.
- Already sent: click Void invoice. Your customer's link shows it as cancelled. This can't be undone. You can then create a new invoice from the same quote or job.
Next: Online payments and Invoice reminders.