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How to invoice a completed job

Confirm the job is ready to bill and use the related invoice to follow up.

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. Confirm it is ready

  1. Open the job and review services, amount, and visits.
  2. If you need to mark it complete, use the job actions menu.
  3. Do not invoice if scope or price is still unclear.
1. Confirm it is ready

2. Review or create the invoice

  1. If you already see an Invoices card, open that invoice.
  2. If you need to prepare one, use New Invoice from Invoices.
  3. Connect the invoice to the job when needed and review the total.
2. Review or create the invoice

3. Follow up

  1. Review the invoice status before contacting the customer.
  2. If it is sent, wait for payment or record a manual payment when appropriate.
  3. Use follow-ups so collection does not get missed.

States and options you may see

Scheduled

Means: The job is still on the schedule.

Next step: Confirm progress before invoicing.

Mark complete

Means: Menu option to close the job.

Next step: Use it when the service is finished.

Sent

Means: The invoice has been sent.

Next step: Follow up on payment.