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

1. Open the job details page

2. Click View & Send Invoice

3. 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.

4. 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

5. Edit the invoice message if needed

6. Click 'Next

7. 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 send the text to one number at a time.

 

8. Click 'Send

From the Mobile App

1. Open the job details page

2. Click the send invoice icon

3. 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

4. Add any attachments (photos, documents, or checklists) you'd like to send from the job by clicking on the paper clip icon

5. Update the invoice message if necessary

Field techs must have permission to edit the invoice message

6. Click 'Next'

7. 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

8. Click 'Send'

Create a Job

Batched Invoices - Send and Take Payment

Setup Auto-Invoicing

How do I download and/or print an invoice on the web portal?

Battling unpaid invoices? Check out 7 ways to get paid fast!

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