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Invoices and payments

Direct invoice vs invoice from a job

Choose whether to create a standalone invoice or an invoice connected to the job and original quote.

Updated

For: Owner, Admin

1. When to use a direct invoice

  1. Use a direct invoice when the charge does not need to be connected to a job.
  2. Select the customer and leave Job (optional) empty.
  3. Add services, quantities, price, due date, discount, or tax as needed.
  4. Save the invoice when the information is ready.
Direct invoice form without a selected job

2. When to use an invoice from a job

  1. Use an invoice from a job when the job already exists or came from an accepted quote.
  2. The invoice keeps the associated job context.
  3. If it came from a quote, you also see the associated quote.
  4. This helps you review billing, job work, and quote context without mixing records.
Invoice with associated job and associated quote

3. Decide which one to create

Direct invoice

Best for one-off charges, small services, or sales that you do not need to manage as a job.

Invoice from job

Best when the invoice should stay connected to the operational job and original quote.

States you may see

Scheduled

Means: The associated job has a planned visit or date. Next step: Review the job if you need to change the schedule.

Converted

Means: The quote was already converted into a job. Next step: Manage billing from the invoice and work from the job detail.