Invoicing & Payments for Self-Managed Work Orders
Common questions about creating, sending, and tracking invoices and payments in Lessen Pro.
How do I create an invoice? From the Invoices section, select Create invoice, add your job details, and include any line items, taxes, or fees before saving and/or sending. |
How do I update an invoice? Open the invoice you'd like to edit, select Edit Invoice, make your changes, and save the updated version. |
How do I send an invoice to a customer? Once your invoice is ready, select Save & send and select via email or text to send directly to the customer. If you need to send it later, open the invoice and select Send invoice. |
How do I get paid for completed work? After your invoice is sent, payment can be collected according to your terms (such as online payment, check, or another approved method). 🔔 Integrate your Stripe account for easier payment collection from your customers! |
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Do I need to submit an invoice or is it automated? When a job is complete, the status of the work order is Complete, Invoice Needed. Open the work order and select Review & submit invoice. You'll have the option to update details and approve or Create invoice. |
Can I track the status of my invoices? Yes. Each invoice includes a status so you can see whether it's pending action, pending review, pending payment, past due, paid or cancelled.
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