Invoicing

The Invoicing area helps your office team turn completed jobs into invoices, collect payments, and keep receivables current. You can invoice one job at a time, process batch queues for high-volume days, or create grouped invoices for customers on weekly or monthly billing cycles.

In This Section

• Creating Invoices — Create invoices, charge payments, and send notifications from the daily invoicing workspace
• Batch Invoicing — Create grouped invoices for multiple jobs per customer across a date range
• Invoice Detail and Management — View, edit, charge, and send individual invoices from the invoice detail panel
• Sending Invoices — Send invoice notifications to customers by email or text message
• Tips and Tip Management — Add, prorate, and manage tips across invoicing and payroll
• Open Invoices Report — Track outstanding and overdue invoices across all customers
• Jobs Not Invoiced Report — Find completed jobs that have not been invoiced yet

Related Guides

• Customer Invoices — View invoice history and status from a customer record
• Customer Billing & Payments — Manage payment methods and billing addresses
• QuickBooks Integration — Setup and sync configuration
• Invoicing and Payments Workflow — End-to-end billing playbook