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).
Be on the lookout for Stripe payment options coming soon!
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.