Invoices

Invoices are the backbone of your billing workflow. Create professional invoices, send them to customers, accept online payments, and sync with QuickBooks.

Creating Invoices

1. Navigate to Invoices in the sidebar
2. Click New Invoice
3. Select the Customer and optionally a Property
4. Set the Invoice Date, Due Date, and Payment Terms
5. Add line items with services, quantities, and pricing
6. Add notes or terms as needed
7. Click Save

Invoice Statuses

Online Payments

When Stripe is connected, customers can pay invoices online:

1. The customer clicks the payment link in their email
2. They enter their credit card information on a secure payment page
3. Payment is processed and recorded automatically
4. The invoice status updates to Paid

Recording Manual Payments

For payments received outside of Stripe:

1. Open the invoice
2. Click Record Payment
3. Enter the amount, date, and payment method (cash, check, bank transfer, etc.)
4. The invoice balance updates accordingly

Recurring Invoices

For customers on regular service plans:

• Create a contract with recurring billing terms
• Invoices are generated automatically based on the contract schedule
• Review and send generated invoices from the invoice list

QuickBooks Integration

When connected to QuickBooks Online:

• Invoices sync automatically to QuickBooks
• Payments recorded in either system update both
• Customer and service mappings are configured in Settings