Invoices & Billing
Creating an Invoice by Hand
Bill a location, a client on file or a one-off contact, with a live preview.
A hand-made invoice is for anything outside a contract: an extra job, a one-off service, a correction.
New invoice
Go to Invoices and click New invoice. The dialog has the form on the left and a live preview of the PDF on the right.
Bill to
Choose who pays.
| Field | Required | Description |
|---|---|---|
| A location | Optional | The invoice goes to the client assigned to this location. The usual choice. |
| A client on file | Optional | The invoice goes to this client's e-mail, with no location attached. |
| A new contact | Optional | Name and e-mail for a one-off job. The contact is not added to your clients. |
Lines
Add one line per service. Start typing in Description to pick from your saved services (the rate fills in), or keep free text. Browse services opens the full list, and a typed name can be saved as a service for next time. Set quantity and unit price per line.
Due date and note
Due date is a Days / Date toggle: Net 30, or a fixed date; the helper line always shows the other reading. Due on receipt is zero days. Add an optional Note to the client.
Create
Tick E-mail it to the client now if you want it sent at once, then click Create invoice. Use PDF in the header to check the document first.