Invoices

Create invoices, add charges and discounts, set payment terms, send invoices, record payments, process refunds, and follow aging. The invoice area appears when invoicing is enabled for your business and your role includes invoice access. If the invoice area is missing but you need it, contact your business's administrator to review your role.

Online payment collection, saved payment methods, autopay, and Stripe sales tax also require a verified Stripe connection.

Common tasks

• See and browse all your invoices
• Create an invoice
• Create an invoice from a job
• Link a job to an invoice and pull in billable items
• Add a line item to an invoice
• Apply a discount to an invoice
• Set payment terms and the due date on an invoice
• Send an invoice to a customer
• Record a payment on an invoice
• Charge a customer's saved card for an invoice
• Invoice statuses and what each one means

All guides

• See and browse all your invoices
• Create an invoice
• Create an invoice from a job
• Link a job to an invoice and pull in billable items
• Add a line item to an invoice
• Apply a discount to an invoice
• Set payment terms and the due date on an invoice
• Put a customer purchase order on an invoice
• Send an invoice to a customer
• Record a payment on an invoice
• Bulk actions on invoices
• Charge a customer's saved card for an invoice
• Invoice statuses and what each one means
• Filter invoices by status
• Read the aging report on the Invoices page
• Attach files or reports to an invoice
• Can I reverse a payment I recorded?
• Filter invoices by aging or source
• How your customer pays an invoice online
• Mark an invoice as uncollectible (write off the balance)
• Receipts, Finalize Without Sending, and Resend
• Refunds: what the app can and can't do
• Run the Tax Remittance Report
• Void an invoice (and reopening a voided one)
• Why can't I edit an invoice?
• Why can't I save an invoice?
• Why can't I send an invoice?
• Feature availability and setup
• Delete a customer, property, job, quote, or invoice