How to create an invoice after a job is done

Before you start

JobSheet requires:

• Quote status accepted
• Linked job sheet status done

You can also create standalone invoices without a quote from Invoices → New invoice.

Steps (from a quote)

1. Open the quote with a linked job sheet.
2. Complete the job on site and set job sheet status to done.
3. On the quote detail Workflow panel, step 5. Invoice:
   • Create invoice or Create final invoice — full or remaining balance (standard invoice)
   • Create deposit invoice — percentage of remaining balance first (deposit guide)
   • Create proforma invoice — informational only; excluded from paid revenue and VAT exports (proforma guide)
4. JobSheet opens the new invoice with line items from the quote. Adjust if needed.
5. Set status to sent when you issue it to the customer.
6. When payment arrives, Mark paid (optional payment reference). See Mark an invoice paid.

See Understand quote billing for invoiced, credited, and remaining amounts.

Standalone invoice

Open Invoices → New invoice, pick customer, then under Line items choose Add blank line or From price book to add rows, and save.

Note

JobSheet emails HTML summaries when customer notifications are on. Print / PDF uses your browser. Automatic PDF attachments and Stripe payment links are not in the current release.

Related guides

• Create a deposit invoice from a quote
• Create a proforma invoice from a quote
• Confirm a quote and create a job sheet
• Download accountant reports from JobSheet