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How to create an invoice from a job

Use the job detail page to confirm services, quote history, and invoice status before preparing the invoice.

Updated

For: Owner, Admin

Before you start

  • Confirm you are in the correct account before saving changes.
  • Do not save, send, collect, or archive when you are only reviewing.
  • Use real United States service names such as roofing, gutters, HVAC, window cleaning, or exterior painting.

1. Review the job

  1. Go to Jobs and open the job you want to invoice.
  2. Confirm the amount, services, and status beside the title.
  3. If an Invoices card already appears, open that invoice instead of creating another one.
1. Review the job

2. Prepare the invoice

  1. Go to Invoices and open New Invoice.
  2. Select the customer and use Job (optional) when the invoice should stay connected to the job.
  3. Review services, due date, discount, and tax before saving.
2. Prepare the invoice

3. Avoid duplicates

  1. Do not create another invoice if the job already shows a related invoice.
  2. If the invoice already exists, use the Invoices card to review status and amount.
  3. If details are missing, go back to the job or quote before sending anything to the customer.

States and options you may see

Scheduled

Means: The job has a date or visit planned.

Next step: Confirm the service is ready before invoicing.

Converted

Means: The quote has already been converted into the job.

Next step: Do not duplicate work from the same quote.

Sent

Means: The invoice has already been sent to the customer.

Next step: Open the existing invoice to review or collect.

Job (optional)

Means: Connects the invoice to a job.

Next step: Use it when the history should stay together.