Creating Invoices
Generate professional invoices for your services
Creating an Invoice
Invoices can be created multiple ways:
From Job
Automatically from completed job
From Estimate
From an approved estimate
Manual
Invoices → New Invoice
Invoice Details
Customer
Select the billing customer
Line Items
Services, parts, and labor
Taxes
Automatic tax calculation
Discounts
Percentage or fixed discounts
Notes
Terms and payment instructions
Invoice Numbering
Invoices are automatically numbered sequentially. Customize the format in Settings → Invoice Settings.
Sending Invoices
Send directly to customer
SMS
Text link to view invoice
Mail or hand delivery
Portal
Customer portal access
Payment Terms
Set default payment terms:
Pro Tip
Enable automatic invoicing in Settings to have invoices generated and sent automatically when jobs are completed. This speeds up your cash flow significantly.