Invoices Quick Reference

Bill customers and track payments for completed work.

Key Steps

1. Create an invoice — Go to Invoices, click + New Invoice, select a customer and property, add line items, set the due date, then save.
2. Send to customer — Click Send to email the invoice with a payment link.
3. Record a payment — Open the invoice and click Record Payment to log a check, cash, or external payment.
4. Batch create — Use Batch Create from the Invoices list to generate invoices for multiple completed jobs at once.

Tips

• Invoices support statuses: Draft, Sent, Viewed, Paid, Overdue.
• Customers can pay online through the portal payment link.
• Overdue invoices are highlighted automatically on the dashboard.
• Export invoices to PDF for printing or offline records.