Invoices

An invoice is the bill. It's the same builder as an estimate with the same price book behind it, and it opens at /invoice/new from the + Create menu.

1. Pick the customer

Search by name, or New Customer to create one.

2. Line items

Same as everywhere else: type to pull from the price book, or write a one-off. Price, quantity and unit are all editable, and each line has its own Taxable switch.

3. Create the invoice

The buttons on this form are New Customer, Add, AI Write, the tax rate (6.25%), Cancel and Create Invoice.

The faster route: invoice from the job

Building an invoice from scratch is the long way round. The job detail page has Create Invoice already loaded with the customer, the services and the correct total, so a $189 job with 6.25% tax becomes a $200.81 invoice without you typing anything.

Use the job route by default. Use the Create menu for things that never had a job attached.

Getting it to the customer

From the job or the invoice you have three options:

• Send invoice emails it with a pay button.
• Create payment link gives you a URL to text, which gets paid fastest.
• Record logs a payment you already took in cash or on a card reader.

Tips and gotchas

• Invoice from the job, not from scratch. Everything is already filled in.
• Text the payment link. Emailed invoices sit unopened.
• Tax is already in the total. $189 plus 6.25% is $200.81.
• Taking payment needs Stripe connected. Without it you can record payments you took elsewhere, but you can't charge a card.

Next up: Invoice settings and layout