Creating an Invoice
Turn your completed work into professional invoices:
- Navigate to the Invoices section
- Click "New Invoice" or convert from an estimate
- Select the client and project
- Add services, parts, and labor to line items
- Apply taxes and discounts as needed
- Review the total and save
Setting Payment Terms
Configure payment terms for your invoices:
- Net 30, Net 15, Due on Receipt, or custom terms
- Deposit requirements before work begins
- Late payment fees and policies
- Payment methods accepted
Sending Methods
Multiple ways to deliver invoices to clients:
- Email with PDF attachment
- SMS with payment link
- Client portal access
- Print and mail
- In-person with mobile device
Tracking Payments
Monitor payment status and collect faster:
- View real-time payment status
- Send built-in payment reminders
- Accept online payments instantly
- Record manual payments (cash, check)
- Generate aging reports