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Invoices and payments

How to create an invoice

Create an invoice to bill for a service, review the total, and leave it ready as a draft before sending it to the customer.

Updated

For: Owner, Admin

Before You Start

  • Have the customer, service, price, and due date ready.
  • If the invoice belongs to a job, confirm the correct job is connected.
  • Do not send or collect payment until you review the total.

1. Open Invoices

  1. Go to Invoices.
  2. Click Create invoice.
  3. Review the summary tiles before starting.
How to create an invoice

2. Complete the Invoice

  1. Add title, customer, and related job when needed.
  2. Enter service, quantity, and unit price.
  3. Review due date, subtotal, and total.
How to create an invoice

3. Save and Review

  1. Click Save.
  2. Open the draft detail page.
  3. Confirm invoice amount, amount paid, and balance due.
How to create an invoice

States You May See

Draft

Meaning: The invoice exists, but it has not been sent to the customer yet. Where it appears: Invoice list and detail. Next step: Review and send it when ready. It does not mean: It does not mean the customer received it.

Sent

Meaning: The invoice was sent to the customer and may still need payment. Where it appears: Invoice list and detail. Next step: Follow up or record payment when appropriate. It does not mean: It does not mean it is paid.

Paid

Meaning: The invoice has no remaining balance. Where it appears: Invoice list and detail. Next step: Review history or receipts if needed. It does not mean: It does not automatically change the job status.

Balance due

Meaning: There is still an amount to collect. Where it appears: Financial summary. Next step: Record payment or send a reminder when appropriate. It does not mean: It does not mean the customer viewed the invoice.