Send an invoice

From a job

1. Open the job and click Complete & invoice. The job is completed and its invoice is drafted, with everything from the job.
2. Check the draft. Use More actions to add a line or a dispatch fee.
3. Click Issue and send, check the email, and click Send.

Your customer gets an email with a View and pay button. Your crew can also send it on site: see Send the invoice on site.

Several at once

Open Invoices & payments and click Invoice finished jobs. Tick the jobs, then choose to make drafts to check first, or to issue and email them all now.

When invoices are due

Set your usual terms in Settings, under Invoices: on receipt, or 7, 15 or 30 days. A customer can have their own terms on their card.

The PDF

Download PDF is under More actions on the invoice. To attach a PDF to every invoice email, open Settings, then Emails.

Once an invoice is issued, its number is fixed. To correct one, void it from More actions and make a new one.