⏱️ 4 min read

Creating and Sending Invoices

Invoices are created automatically when you complete jobs. Learn how to view, edit, and send invoices to your customers.

When you mark a job as complete, an invoice is created automatically with the job details and price. You don't need to create invoices manually.

💡You can also create a blank invoice from the Invoices tab by tapping the + button.

Tap 'Invoices' in the bottom navigation to see all your invoices. Unpaid invoices are highlighted so you can see what's outstanding.

Tap any invoice to open it. You can edit the line items, adjust prices, change the due date, or add additional items.

Choose when payment is due using the date picker. You can also customise the payment terms text that appears on the invoice.

From the invoice detail screen, tap 'Email invoice' to send it directly to your customer, or tap 'Share invoice' to share via other apps.

💡Customers with email addresses on file will have the invoice sent as a PDF attachment.

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