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Invoices and payments

How to create and send invoices

Create an invoice, review it as a draft, and prepare the email before sending it to the customer.

Updated

For: Owner, Admin

1. Create the Invoice

  1. Open Invoices and click Create invoice.
  2. Complete customer, service, price, and due date.
  3. Save the invoice so you can review it as a draft.
How to create and send invoices
How to create and send invoices

2. Prepare the Email

  1. From the detail page, click Send.
  2. Choose Email.
  3. Review recipient, subject, message, and PDF.
  4. Click Send email only when everything is correct.
How to create and send invoices

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.