The first job
Invoice and get paid
Raise an invoice from the job and record the payment.
Raise the invoice and ask for the money in the same place that held the quote and the job.
Prerequisites
- A completed job, or work you are ready to bill.
- Remaining Free invoice slots, or Start.
Where invoices live
Payments lists invoices. You can also raise one from the job. Record a payment when the money arrives: a card via Stripe on Start, or marking it paid if they transferred.
Steps
Open Payments or the job
Go to Payments, or open the completed job and create the invoice from there.
Check the lines
The invoice should match the quoted work. Adjust only if the job changed.
Send the invoice
Send it so the customer gets the link. They can view it on their account.
Record the payment
When they pay, record it on the invoice. The job is now settled.
Note
Automatic invoice reminders are on Start. On Free, you send the reminder yourself.