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How to create invoices from jobs

Turn billable jobs into invoices while keeping the customer history connected.

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. Select the correct job

  1. Open Jobs and review the job before invoicing.
  2. Confirm services, amount, and dates are correct.
  3. If the job came from a quote, review the Quotes card.
1. Select the correct job

2. Create the invoice

  1. Go to Invoices and open New Invoice.
  2. Select the customer, job when needed, services, and due date.
  3. Review subtotal, discount, tax, and total before saving.
2. Create the invoice

3. Review the history

  1. Return to the job detail page to confirm the invoice appears under Invoices.
  2. Use that card to open the invoice later.
  3. Avoid creating another invoice for the same job if one already exists.

States and options you may see

Scheduled

Means: The job is on the calendar.

Next step: Review whether it is ready to invoice.

Sent

Means: The invoice has been sent.

Next step: Open the existing invoice before creating another.

Converted

Means: The quote is tied to the job.

Next step: Keep the history connected.