Invoices are the billing records your clients receive for completed or scheduled work. Use invoices to charge for products and services, apply deposits, show balances, send payment reminders, and track payment status.
Open Invoices to manage billing.
How invoices fit into the workflow
Invoices usually come after work is approved, scheduled, or completed.
A common workflow is:
- A request becomes a quote or job.
- The job is scheduled and completed.
- An invoice reminder prompts billing.
- The invoice is created from the job, visit, client, or invoice list.
- The invoice is sent by email or text.
- The client pays online or the team records an offline payment.
- The invoice status updates and receivables reporting stays current.
Invoices connect the operations workflow to payments, deposits, client balances, and reporting.
What an invoice includes
An invoice can include:
- Client and billing address.
- Property address.
- Job reference.
- Invoice number.
- Issue date and due date.
- Salesperson.
- Products and services.
- Discounts.
- Tax.
- Deposits.
- Account balance.
- Payment terms.
- Client message.
- Contract disclaimer.
- Client view controls.
- Internal notes and custom fields.
Use Products and Services to keep billing line items consistent across quotes, jobs, and invoices.
Create and send invoices
Create invoices from:
- The invoice list.
- A client profile.
- A job.
- An invoice reminder.
- A completed visit.
- A progress payment schedule.
Send invoices by email or text message when they are ready for client review.
See Invoice basics for the full creation, editing, sending, and status workflow.
Payment terms and reminders
Payment terms define when an invoice is due. Invoice reminders tell your team when a job should be billed.
Use:
- Set invoice payment terms to manage due dates.
- Invoice reminders to prompt billing from jobs.
Together, these tools keep billing timing clear.
Progress invoicing
Use progress invoicing when a job should be billed in stages.
Progress invoicing can start from:
- A quote payment schedule.
- A one-off job payment schedule.
- A job billing section.
See Progress invoicing for staged billing.
Collect payments and deposits
Payments reduce invoice balances. Deposits can be collected before or during work and later applied to invoices.
Use:
- Collect payment on an invoice for invoice payments.
- Payments list page and key metrics for payment and payout review.
- Deposits for upfront payments and account credits.
Batch invoicing
Batch invoicing helps billing teams handle many invoices at once.
Use:
- Batch create invoices to generate draft invoices from jobs requiring invoicing.
- Batch deliver invoices to send multiple invoices together.
This is useful for recurring service, visit-based work, and month-end billing.
Review invoice performance
Use Invoices list page and key metrics for day-to-day billing review.
Open Invoice Receivables Report to monitor awaiting payment, past due, paid, and bad debt invoices.
Use Client billing history when you need the full financial record for one client.