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...