Creating an Invoice

Table of Contents

1. Overview
2. Creating an Invoice Manually
3. Create an Invoice from an Estimate
4. Auto-Invoicing
5. Create an Invoice from Your Schedule
   

Overview

Creating and sending invoices is one of the most important parts of running your business in LawnPro. LawnPro gives you several different ways to create an invoice depending on how you work. You can create one manually, convert an accepted estimate directly into an invoice, let LawnPro create them automatically, or create them right from your schedule. This article will walk you through each method so you can decide what works best for you and your team.

Creating an Invoice Manually

One way to create an invoice is to go to Finances > Invoices

You will then click the green “New Invoice” button.

First, you can give the Invoice a title or description, but this is optional.

Then you will start by selecting which customer this invoice will be for.

If you need to add a new customer at this time, you can click the “+” button.

You have the options to:

– Suggest only items and services assigned to the selected property

– Hide line item prices for customer

– Hide invoice date from customer.

You can change the invoice date, add a PO number or add a discount.

Next, start adding the items and services to the invoice and choose the property for each line in that line’s property dropdown. (If your invoices are set to Create an Invoice for Each Property, you pick one property under the customer instead.)

To learn how to create items/services you can go here.

To add another line item to this invoice, click the green “+ Add Line” button.

To add a package of items/services click the yellow “Add Package” button.

Next you will see your “Terms” and “Notes Visible for Customer“

You can edit these areas at this time for this specific invoice or for all invoices in your settings.

(Note: If you make changes to these areas while creating a new invoice, the changes will only apply to the current new invoice being created. If you want the change made to all future invoices you will have to edit them in settings)

Next, you can drag and drop photos or videos to this invoice or you can click Select Files to add them.

There is a box to add any internal notes for this Invoice. These notes can only be seen on your end and not the customer’s.

Last, you can add any custom fields. Click here to learn more about custom fields.

Create an Invoice From an Estimate

You can turn an estimate into an invoice. (If the estimate has a payment schedule, use the schedule’s Generate buttons instead; Create Invoice isn’t available.).

To do this, go to Finances > Estimates

Find the estimate you want to turn into an invoice and click the magnifying glass button.

You may need to adjust your filters to find the Accepted Estimates.

Once on the Estimate page, click “More Actions” and then the “Create Invoice” button.

A pop-up will ask you if you’re sure you want to turn this estimate into an invoice, click yes.

(Note: The invoice cannot be turned back into an estimate)

You will then see the invoice that was created from the estimate

Auto-Invoicing

You can set up Auto-Invoicing for individual customers so that you don’t have to manually create them.

You can set up Auto-create and Auto-Send. You can learn about Auto-Invoicing here.

Create an invoice From Your Schedule

You can create invoices from your schedule a couple different ways.

To create invoices from your schedule, go to the Schedule Tab on the left side menu.

Grid View

One of the ways to create an invoice from your schedule is by switching your schedule to the “Grid” view.

Select the boxes beside the visits you want to create invoices for and click Complete & Invoice Selected.

A pop up will appear for you to confirm you want to invoice the selected events.

What happens when you close and invoice these visits will depend on the settings you have selected. Learn more about those here.

Invoicing From the Visit

Another way to create and invoice from your schedule is to click on the visit on your calendar and close and invoice from the popup.

Click the visit to open the visit panel, then click Complete & Invoice. You’ll see Complete & Invoice only on open visits that can be invoiced. On a visit that’s already completed, click Create Invoice instead. When you click “Complete & Invoice” here, it adds this visit to an existing invoice for that customer or creates a new invoice automatically for you.

(This is based on the settings in preferences that is mentioned above.)