Create and send an invoice
An invoice bills your customer for completed work. Like quotes, invoices use the job's Line Items, so anything already added to the job carries straight over.
Start a new invoice
From a job, open the Line Items card and tap Create Invoice. You can also start one from a customer's profile: open their Invoices tab and tap New Invoice.
Select the customer
If a customer isn't already attached, tap Select Customer and choose one from your customer list.
Add your line items
Add the services and inventory items you're billing for using the Service and Inventory Item buttons. The subtotal, tax and total calculate automatically.
Set the title, message and terms
Enter a Title for the invoice. The Message and Terms fields pre-fill from your Invoice Settings defaults if you've set them up; edit them for this invoice if needed.
Set the payment due date
Choose when payment is due: Upon invoice, or a preset of 7 Days, 14 Days, 30 Days, or a custom number of days.
Save the invoice
Tap Save to create the invoice.
Send it to the customer
Open the invoice and tap Send to email it. See "Share a quote or invoice securely with a customer" for what the customer sees, including how they can pay online if you've connected Stripe.
Tips
An invoice's status (Unpaid, Partially Paid, Overdue, or Paid) is calculated automatically from its due date and any payments recorded against it; you don't set it manually.