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 when you only need a simple bill.

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. Return to the quote detail Workflow panel.
4. Choose Create invoice from quote.
5. JobSheet opens the new invoice with line items carried from the quote. Adjust if needed.
6. Set invoice status to sent or paid as you track payment.

Standalone invoice

Open Invoices → + Invoice, pick customer, add line items, and save.

Note

PDF email and Stripe payment links are not in the current release. Track amounts in JobSheet and send documents your usual way.

Related guides

• Confirm a quote and create a job sheet
• Download your reports summary