Invoices

One-off and job-linked invoices. Stripe Checkout, partial payments, print to PDF.

Invoices are the bills you send. One can stand alone, generate from a completed job, consolidate several jobs, or come off a recurring schedule. For the full payment flow (Stripe Checkout, partial payments, refunds), see Invoicing & Payments.

Where invoices come from

Job completion: from a completed job, Generate Invoice builds a Draft from the work actually done (line items plus parts used, falling back to the estimate, then to logged labor).
Deposit on approval: when an estimate with a deposit is approved on the portal.
Manual: Sidebar -> Invoices -> + New.
Recurring: from a Recurring Invoice schedule.
Consolidated: Customer detail -> Jobs tab -> tick several -> invoice them together.

An invoice detail with line items, tax, total, and a payments section — An invoice: line items and totals up top, payments and credit memos below.

Fields

Customer, with optional Job links.
Line items: from the job, the Price Book, or custom.
Tax rate.
Due date (Net 30 by default).
Message to the customer.
Type: Standard / Deposit / Final / Other.

Status

The normal path is Draft -> Sent -> Partial -> Paid. An unpaid invoice past its due date goes Overdue, and the collections states (Disputed, Collections, Written Off) are there for the ones that go sideways.

Recording payment

Stripe Checkout: the customer pays from the portal and Stripe confirms the charge.
Manual: Invoice detail -> + Payment. Date, amount, method (Cash / Check / Bank Transfer / Other).
Bank debit: a customer who pays by bank from the portal shows as "bank payment in progress" on the invoice until it clears, usually within 4 business days; it flips to Paid on its own, or you're told if the bank returned it.
Refunds: the payment row's menu on the invoice, or the Payments page. Full or partial; the invoice stays Paid and a credit memo is booked for you.
Chargebacks: a red banner with the deadline; respond with your account of the job (Manuall attaches the signature, photos and invoice details) or accept.

The customer's portal invoice with a Pay Now button secured by Stripe — What the customer sees when you send an invoice: a Pay Now button, Stripe behind it.

The Record Payment form with amount, payment method, reference number, paid date, and notes fields — Recording a payment taken outside the portal. The amount pre-fills to the remaining balance.

An invoice with a red 'Payment disputed' banner showing the amount, the deadline, and Respond and Accept buttons — A disputed payment sits above everything else on the invoice until it is answered or accepted.

The Payments page filtered to money returned: card refunds, a chargeback and a credit memo paid out by check — Refunds, chargebacks and credits paid out, together under Money -> Payments.

Partial payments

An invoice can take several payments. It flips to Partial on the first one and to Paid when the balance hits zero.

Print view

Standard template with your logo and business info. Print to PDF from the browser.

QuickBooks sync

If QuickBooks is connected, invoices and payments sync through the queue. See QuickBooks Online.

Plan tier

Invoices is on every plan.