Invoices come after the closeout. The app keeps your numbering, due dates and balances, and shows what's open on Payments.
Create and issue an invoice
- After closeout, open the job and press Create invoice. It pre-fills from the PO: line items, bill-to and terms.
- Check the terms (for example NET 30, or due on receipt). The company's terms are used by default.
- Press Issue. The invoice gets the next number from your numbering in Settings (for example INV-1001) and its PDF is built.
- Send invoice emails it (or opens your own email app when sending isn't set up).
Void cancels an issued invoice. The number stays used, so your sequence never has gaps you can't explain. An invoice with payments recorded can't be voided until those payments are deleted.
Screenshot to come: Job → Invoices card with Issue and Send
Deposits
For direct clients you can ask for a deposit before the work. Create deposit invoice, then Send deposit invoice. When the final invoice is issued, the paid deposit is credited on it. If you schedule before the deposit is paid, you're asked to confirm.
Record a payment
- Press Record payment on the job, or on the invoice in Payments.
- Enter the amount, date, method (check, ACH, card, Zelle, cash or other) and a reference. You can add a photo of a check.
- Save. Partial payments leave a balance; when the balance reaches zero the job moves to Paid.
Payments can be edited or deleted later (Delete payment…); both are recorded in the activity log.
Payments page
- Open invoices with balance, due date and past-due marks.
- Received payments, filterable by date.
- Send reminder for an invoice that's past due.
- Export CSV for your bookkeeping.
Deadlines
The invoice deadline runs from the first check-out. Net terms at the company don't start until they have your invoice, so the dashboard's Invoices due card keeps it in front of you.
Who sees money
Owners and office see invoices and payments. Crew never see amounts, invoices or payment photos. Subcontractors bill you from their own account; see Subcontracting.