Bill the work, then stop chasing it.

You build an invoice from the quote or the job rather than retyping it. It goes out as a link your customer pays by card, and it chases the due date for you, before it and after it. It takes part payments too, so what your customers owe you is a column you can sort rather than a feeling.

1. 01

   What is owed, on one screen

   You open Invoices from the Tools menu in the menu bar. Every invoice carries its number, customer, title, status, due date, total and what is still Owing. The Status menu above it narrows the list to Draft, Unpaid, Overdue, Paid or Void.

   The product works Overdue out from the due date and what your customer has paid, so you never mark one by hand. An overdue due date shows red in the list, which is the whole report most businesses actually need.

   JAYour companyTablesToolsSettingsAdminMarketplaceBackSearchTue, 15 Sept 9:12 am

   Invoices

   Bill a customer line by line, record what they pay, and see what is overdue.

   Price book Invoice settings New invoice

   Search number or titleStatusAllIssued This weekThis monthAll time

   Number	Customer	Title	Status	Due	Total	Owing	Actions
   INV-00032	John Smith	Irrigation zones	Draft	29/09/2026	$4,620.00	-
   INV-00031	Jane Smith	Retaining wall, two levels	Part paid	29/09/2026	$20,350.00	$15,262.50
   INV-00030	Example Pty Ltd	Switchboard upgrade	Overdue	08/09/2026	$2,750.00	$2,750.00
   INV-00029	Example Pty Ltd	Test and tag round	Unpaid	25/09/2026	$640.00	$640.00
   INV-00028	John Smith	Hot water system	Paid	01/09/2026	$1,850.00	$0.00

   Quick GlanceSitesCustomersTasksCalendarInvoicesQuotes
2. 02

   From the quote, or from the job

   The Create invoice button on an accepted quote drafts the invoice from that quote's customer, site, title, currency, tax and lines. It records the deposit your customer already paid.

   Where the quote made a job first, the product builds the invoice from that job instead. So the extra hour and the part you fitted on the day reach the bill. You retype nothing, which is where a line usually goes missing.

   You can also start one from nothing, adding lines by hand or from the price book. A negative price on a line is a discount.

3. 03

   Email it, text it, or send the link

   The Email invoice button sends your customer a button that opens the invoice, with the PDF attached, and their reply comes back to you. Text invoice sends that same link by SMS. Share link copies it for whatever you use instead.

   Your customer's page shows the lines, what they have paid, the Amount due and your own how to pay details. They need no account and no login. Sending any of these finalises a draft. The invoice then reads Unpaid, and starts counting towards its due date.

   Customer link

   The customer sees what is owed, downloads the PDF and pays online. No account needed.

   Email invoice Text invoice Share link

   To

   name@example.com

   Message

   Leave empty to use the message from Invoice settings

   The customer gets a button to open the invoice online, with the PDF attached. Their reply comes to you.

   Send
4. 04

   Paid by card, or recorded by you

   Once you have set card payments up, your customer's page carries a button for the amount due, and the money reaches your own Stripe account. On an iPhone or an Android phone you take the card in person, from the invoice itself. The product records it the same way.

   You record a bank transfer, cash or a cheque on the invoice, with its date, method and reference. Amount starts at what your customer still owes, so a part payment is one number to change.

   The invoice reads Part paid while anything is owing, and Paid once nothing is. A payment can never exceed what your customer still owes, or carry a future date. Only an admin can remove one.

   Total

   $20,350.00

   Paid

   $5,087.50

   Owing

   $15,262.50

   Record payment

   Amount

   5,000.00

   Paid on

   20/09/2026

   Method

   Bank transfer

   Reference

   EFT 88213

   Record part of what is owed, or all of it. The invoice is marked paid once nothing is owed.

   Record

   • Quote deposit · 12/09/2026$5,087.50
5. 05

   The chasing happens without you

   You set how many days before the due date, how many days after it, or both. The product emails your customer once at each point.

   Reminders only go for an invoice you actually emailed, and only while money is owing. One never goes within a day of another email about it. They stop the moment you take payment, void it, or turn off its link. One that bounces retries an hour later, then says it never arrived.

   Invoice settings

   Every new invoice starts from these. Changing them never changes an invoice already made.

   Number prefix

   INV-

   Digits

   5

   Due after (days)

   14

   The next number reads like INV-00001. Numbers already used are never given out again. Type 0 days for an invoice due on receipt.

   Remind before due (days)

   3

   Remind when overdue by (days)

   7

   Each reminder goes once per invoice, only for an invoice sent with Email invoice, and only while money is owed. Leave a box empty to send none.

6. 06

   The job moves with the invoice

   An invoice made from a job moves that job to your Invoiced status when you finalise it. It also fills in the job's invoice date and payment due date. When nothing is owing, the job moves to your Paid status.

   You remove a payment, and the job goes back to Invoiced. You void the invoice, and the job's status and dates go back to what they were. That holds unless somebody changed them first. The job's own history shows each change and who caused it.

   You never delete a sent invoice. You void it with a reason, so the number it went out under stays on the record. Duplicate then gives you a fresh draft with a number of its own.