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Invoices and payments

How to send an invoice

Prepare an invoice email, review the message, and send it only when the customer and total are correct.

Updated

For: Owner, Admin

1. Open the Invoice

  1. Open a Draft invoice.
  2. Review the financial summary.
  3. Click Send.
Impulso Pro screen: Draft invoice

2. Review the Email

  1. Choose Email.
  2. Review recipient, subject, message, and PDF.
  3. Click Send email only when ready.
Impulso Pro screen: Send email dialog

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.