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Invoices

How to create, edit and send invoices to your customers.
  • Creating an Invoice

      One way to create an invoice is to go to the “Finances” tab and click “Invoices“ You will then...
  • Sending Invoices and Estimates

      There are 3 ways for sending invoices and estimates: send by e-mail, regular postal mail or text message. To...
  • Outstanding Balances

    If your customer has outstanding balances, but their invoices are showing it is $0.00 it could be because their invoices...
  • Filtering Invoices by Crew

      To see invoices for visits done by a certain crew, you will go to the “Finances” tab and click...
  • Auto-Invoicing

    You can set up auto-invoicing to save time To do this, go to the Customer Tab>Customers Find the customer you...
  • Create an Invoice From an Estimate

      You can create an invoice from an estimate. To do this, click the Finance Tab>Estimates     Find the...
  • Change an Already Paid Invoice

    If you need to edit an invoice that has already been paid (example: you received a check and entered it...
  • Setting Past Due Terms & Late Fees for Invoices

    You can choose to set when an invoice becomes past due and add a late fee. To do this go...
  • Receive a Sample Invoice via SMS

      If you’d like to see what an invoice sent via SMS/text looks like you can have a sample sent...
  • Receive a Sample Invoice Via Mail

    If you want to see what an invoice looks like when you have us mail it to a customer, you...
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