Quotes, Invoicing & Payments for Self-Managed Work Orders

Quotes, Invoicing & Payments for Self-Managed Work Orders

Common questions about creating, sending, and tracking invoices and payments in Lessen Pro.

General Questions

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!

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.

Payments

How can my customers pay me?

Customers can pay by credit card or ACH bank transfer directly from the invoice you send them. You can also collect a card or ACH payment yourself from inside Pro.

What's the difference between card and ACH for my customer?

The main difference is how the payment is made and the processing costs.

  1. Card Payments are made using a credit or debit card. They are typically processed quickly and are a convenient option for one-time or immediate payments. Card transactions generally have higher processing fees.
  2. ACH (Automated Clearing House) Payments are made directly from a customer's bank account. ACH payments often have lower processing fees than card payments, making them a cost-effective option for larger invoices or recurring payments. They may take a little longer to process than card payments.

My customer doesn't see a Pay button on their invoice.

Online payments may not be enabled for your account.

📋 Contact support at support@lessenpro.com or 312-548-6677 to turn on online payments.

Quotes & Invoices — What Your Customer Sees

Can my customer sign a quote electronically?

Yes. E-signature is supported on quotes from both web and mobile.

Can I control how much detail my customer sees?

Yes. Choose an itemized view to show each line item, or a lump sum view to show a single total. Client view settings are configurable for both quotes and invoices.

Can my customer download a copy?

Yes — quotes and invoices can be downloaded as a PDF from the customer-facing view. You can also export lead and work order details as a PDF from within Pro.

My quote or invoice failed to send.

Sending requires a valid contact method on the customer record. Confirm the customer has:

  • An email address if sending by email
  • A mobile number if sending by text

Once confirmed, resend from the quote or invoice record.

Can I start a quote from the field?

Yes. Technicians can start a proposal at checkout on a self-managed work order, and set the work order to Quote Needed for follow-up.

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