Send an invoice

Finishing the work and getting paid are separate steps, and the invoice is the one in between. A job sitting at awaiting invoice is money you have earned and not asked for.

Raising one

Invoice from the job. It takes the job total by default, or you can enter a different amount and a label — which is how you bill a deposit now and the balance later.

Three things happen the moment it exists:

1. The job’s billing state becomes invoiced
2. The amount is added to the customer’s balance
3. The Invoice sent automation fires, which is what emails the customer

Caution

Nothing emails the customer if that automation is switched off. There is no separate send button — the invoice email is the automation. If a customer says they never got an invoice, check Messaging → Automations → Invoice sent before anything else.

The due date comes from the customer, not the invoice

You do not set a due date. It is worked out from the terms on the customer record:

Terms	Due
Due on receipt	Tomorrow
NET 15	In 15 days
NET 30	In 30 days

So a commercial account you have put on NET 30 gets 30 days automatically, and a homeowner on Due on receipt does not. Change the terms on the customer before you invoice, because the invoice takes them at the moment it is created.

An invoice starts as open, and becomes past due once the due date passes — which is what the Invoice past due automation chases.

One open invoice per job

A job can only have one open invoice at a time. Try to raise a second while one is still open or past due and you are told so.

That is what makes deposit-then-balance work in the right order: invoice the deposit, take the payment, then invoice the balance. It also means a mistake is a small problem — settle or void the wrong invoice before raising the right one.

Taking the money

Record payment against the invoice for anything that arrived outside the app — cash, cheque, a bank transfer — with the method, an optional reference, and the option to send a receipt.

For card payments, the customer pays through the link on their invoice, and it records itself. That needs Stripe connected first: see Take card payments.

A part payment leaves the job reading partly paid, which is a derived state rather than something you set — the job stays open until the balance is in.

Invoicing without taking payment

You can raise an invoice and never touch a card. That is the normal path for a commercial customer who pays on terms, and it is why invoiced and paid are separate states rather than one.

The consequence: an invoice being open is not a problem to fix. Past due is.

What to check when the money is not arriving

1. Awaiting invoice on the Jobs page — finished work you never billed
2. Past due on the Payments page — billed work nobody has chased
3. Invoice past due under Automations — whether the chasing is automatic

Those three in order will usually find the gap. For what every figure on the Payments page means, see Reading the numbers.