Invoices

An invoice is the bill. It is usually built from a job, sent to the client with a payment link, and then either paid online or recorded by hand when the money arrives another way.

Creating an invoice

Create invoice on a job page copies the job's line items, taxes and fees; Invoices → New invoice starts a blank one for the client and property you pick. Set the issue date and the due date; the payment terms from Settings → Invoices fill the due date for you.

Sending

Send delivers the invoice by email or text with a link to a page where the client sees the document, downloads the PDF and — if you have connected Stripe — pays by card. You can also mark an invoice as sent when you handed it over some other way, so the due-date tracking starts.

Sending sets the status to Sent. Once the due date passes without payment the invoice shows as Overdue; a partial payment shows Partial.

Getting paid

Money recorded against the invoice — online or with Collect payment — reduces the balance due, and the invoice becomes Paid when it reaches zero. See Payments → Recording payments for the details, including tips and receipts.

Reminders

Automatic reminders can go out before and after the due date to clients who have agreed to email updates. Turn them on and set the timing under Settings → Invoices.

Correcting an invoice

• A draft that was never sent can be deleted.
• A sent invoice you need to cancel is voided — it stays in the record with a zero balance.
• An invoice that will never be paid is marked Bad debt, which keeps it out of your receivables.
• Money that has to go back is a refund, recorded from the payment, not by editing the invoice.