Creating Invoices

Create invoices to bill clients for completed work.

From a Job

The easiest way:

1. Open the completed job
2. Click Create Invoice
3. Line items are pre-filled from the job
4. Review and adjust if needed
5. Save

From a Visit

Invoice for a specific visit:

1. Open the completed visit
2. Click Create Invoice
3. Only that visit's work is included

Manual Invoice

Create an invoice without a job:

1. Click + New Invoice
2. Select client
3. Add line items manually
4. Set due date
5. Save

Invoice Details

Line Items

Each line shows:

• Description
• Quantity
• Unit price (exc. GST)
• Line total

GST

GST is calculated automatically based on your company settings.

Due Date

Set based on your payment terms (Net 7, Net 14, Net 30, etc.).

Next Steps

• Send the invoice to your client