Invoices

Invoices are the bills you send. One can stand alone, generate from a completed job, consolidate several jobs, or come off a recurring schedule. For the full payment flow (Stripe Checkout, partial payments, refunds), see Invoicing & Payments.

Where invoices come from

• Job completion: from a completed job, Generate Invoice builds a Draft from the work actually done (line items plus parts used, falling back to the estimate, then to logged labor).
• Deposit on approval: when an estimate with a deposit is approved on the portal.
• Manual: Sidebar -> Invoices -> + New.
• Recurring: from a Recurring Invoice schedule.
• Consolidated: Customer detail -> Jobs tab -> tick several -> invoice them together.

Fields

• Customer, with optional Job links.
• Line items: from the job, the Price Book, or custom.
• Tax rate.
• Due date (Net 30 by default).
• Message to the customer.
• Type: Standard / Deposit / Final / Other.

Status

The normal path is Draft -> Sent -> Partial -> Paid. An unpaid invoice past its due date goes Overdue, and the collections states (Disputed, Collections, Written Off) are there for the ones that go sideways.

Recording payment

• Stripe Checkout: the customer pays from the portal and Stripe confirms the charge.
• Manual: Invoice detail -> + Payment. Date, amount, method (Cash / Check / Bank Transfer / Other).

Partial payments

An invoice can take several payments. It flips to Partial on the first one and to Paid when the balance hits zero.

Print view

Standard template with your logo and business info. Print to PDF from the browser.

QuickBooks sync

If QuickBooks is connected, invoices and payments sync through the queue. See QuickBooks Online.

Plan tier

Invoices is on every plan.