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How invoicing works
An invoice is your bill for work done. Here's the path from finished job to money in the bank.
An invoice is the bill you send a client once the work's done. Like a quote, it's linked to a client, it lists what you're charging for, and your client gets their own page where they can see it and pay it online.
Most invoices don't need typing out at all — raise them from the visits you've completed and the client, address and pricing come across with them.
A typical flow
- Finish the work and mark the visit as completed.
- Raise the invoice from the job or visit — or create one from scratch if it's not tied to a booked job.
- Email it to your client.
- Your client pays it online, or pays you directly and you record the payment yourself.
Invoice statuses
| Status | What it means |
|---|---|
| Draft | Started but not finalised |
| Awaiting | Sent, nothing paid yet |
| Overdue | The due date has passed and it's still not paid |
| Partially paid | Some money in, a balance still owing |
| Paid | Paid in full |