01
Generate, print, or send an invoice from job scope
- Click "Create Invoice" from the job file or Invoices workspace.
- Scope items, materials, and approved change orders populate automatically with previous deposits deducted.
- Apply sales tax percentage or promo discounts as needed.
- Click "Send Invoice" to deliver the payment link via SMS and email.
02
Track invoice status in real time
- Draft: Editable invoice being prepared.
- Sent: Delivered to customer; awaiting payment.
- Overdue: Past due date; automated reminder sequences activate.
- Paid: Funds collected and credited to job accounting.
Completion check
Confirm before moving on
Use these checks to make sure the dashboard and the real-world workflow agree.
- Invoice line items, sales tax, and previous deposits reconcile accurately.
- Payment link is delivered via SMS and email to the customer.
- Invoice status tracks in real time from Sent to Overdue to Paid.
Troubleshooting
When the workflow doesn’t look right
Customer cannot open the invoice payment link.
Resend the invoice link from the invoice action menu or copy the payment URL directly.
Keep going