How to create a final invoice after a job is marked done

Before you start

JobSheet requires:

• Quote status accepted
• Linked job sheet marked Done (the visit is over; invoicing is a separate office step). Office staff then mark Finished when they have checked the sheet.

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 the job sheet 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](/how-to/create-a-deposit-invoice/)) - **Create proforma invoice** — informational only; excluded from paid revenue and VAT exports ([proforma guide](/how-to/create-a-proforma-invoice/)) 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, then choose Create invoice.

Note

When customer notifications are on, JobSheet emails an HTML summary with a customer link. Issued invoices can include a server PDF via Download PDF. When Stripe Connect is active, sent invoices can include a Pay now link.

Related guides

• Mark a job finished in the office
• 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