Invoices

Send an invoice

Invoices come from completed visits.

1. In the menu, click Invoices. Completed visits waiting for an invoice are under Ready to invoice.
2. Click Send invoice. The customer gets an email with the invoice and, if card payments are on, a way to pay by card.
3. When they pay another way, click Mark paid.

Right after a visit

When a technician completes a visit they see Visit done. Get paid? They can tap Customer paid now (cash or check), Send the invoice by email, or Later.

Edit, preview and resend

Open an invoice to Edit lines, add a warranty line or sales tax, then Save invoice. Preview / Print PDF shows what the customer sees. Copy link gives you the customer's link, and Resend emails it again.

Settings → Invoices sets when payment is due (on receipt, or 7, 15 or 30 days after the visit), how-to-pay instructions, and whether job photos are included.