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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.
How to send an invoice

2. Review the Email

  1. Choose Email.
  2. Review recipient, subject, message, and PDF.
  3. Click Send email only when ready.
How to send 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.