Send your customers their invoices for your completed work via email or text.
You can even give customers the option to pay online if you're setup to take payment with our credit card processor!
From the Web Portal
Use the Customers tab or Search Bar on your navigation menu to locate and open the job details page.
Click on 'Send Invoice' or select the Invoice option (paper plane icon) to invoice the customer.
Ensure the settings are correct and toggle on or off the items you'd like to be adjusted within the customer view of the invoice, as well as payment options.
Add any attachments (photos, documents, or checklists) you'd like to send from the job by clicking on the paper clip icon
Attachments must already be added to the job itself before having the option to add to the invoice
Edit the invoice message if needed
Click 'Next'
From the screen you'll be able to:
Choose if you'd like to send an email OR text
Edit the invoice subject line or message
Type additional email addresses into the 'To' field. Separate email addresses with a comma
NOTE: You can only send an email OR text, not both at the same time. Although you can send to multiple email addresses, you can only send the text to one number at a time.
Click 'Send'
From the Mobile App
Open the job details page
Click the send invoice icon
Ensure the settings are correct and toggle on or off the items you'd like to be adjusted within the customer view of the invoice
Add any attachments (photos, documents, or checklists) you'd like to send from the job by clicking on the paper clip icon
Update the invoice message if necessary
Field techs must have permission to edit the invoice message
Click 'Next'
From the next screen you'll be able to:
Update payment options
Choose if you'd like to send an email OR text
Edit the invoice subject line or message
Type additional email addresses into the 'To' field. Separate email addresses with a comma
Click 'Send'
How to edit the subject line on estimate and invoice emails on the mobile app
The process to edit the subject line on an invoice or estimate number is the same.
From the job or estimate details page, click the Invoice button (arrow icon).
Then you can delete the existing subject line one of two ways. You can click at the end of the subject line and press the delete button from your keyboard:
Or you can press into the subject line, hold for a moment, and press Copy
Lastly, type in your new subject line and press the Send icon:
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