Invoices

What this page is for

An invoice asks the customer to pay. Open Invoices from the menu. The tabs at the top are Invoices and Payments.

Do the common things

Make an invoice from a job

1. Open the job and click Create invoice.
2. Check the lines, VAT and due date.

Make an invoice from scratch

1. Open Invoices and click + New invoice.
2. Choose the client, add lines with + Add line, and save.

Send it

1. Click Preview as customer to check it.
2. Click Send to customer. Choose email, WhatsApp, text or a mix.
3. Or click Download PDF or Print. If you send it yourself, click Send (mark issued).

Record a payment

1. Open the invoice and click + Record payment.
2. Enter the amount, date and how it was paid.
3. When the full amount is in, the invoice becomes Paid. You can also click Mark paid.

Chase what is owed

1. Click Check overdue to move late invoices to Past due.
2. Open an overdue invoice and send it again, or set up reminders under Automations.

Put right a mistake

1. Click Reopen on an invoice that was marked paid by mistake.
2. Copy an invoice with Copy to start a similar one.

What the statuses mean

• Draft: not sent yet.
• Awaiting payment: sent and not yet paid.
• Paid: the full amount is in.
• Past due: the due date has passed.
• Bad debt: you have given up collecting it.

If something looks wrong

• A customer says they paid but the invoice is open: check Payments for the payment, or record it.
• An invoice did not reach Xero or QuickBooks: open it and use Retry.
• The total is wrong: check each line, quantity and VAT rate.