Invoice generation is available to admins on any work order with a Complete status. Once open, the invoice is pre-populated from your job data and ready to review before sending.
Opening the invoice
- 1Open a Complete work order
- 2Tap the invoice icon in the top-right corner of the work order header
- 3The Invoice Preview modal opens with your line items pre-populated
- 4Review and adjust line items as needed
- 5Send by email or print/save as PDF
What's included automatically
- Company name, address, and logo — pulled from your company settings
- Invoice number — auto-sequenced (e.g. INV-001, INV-002)
- Invoice date — set to today
- Payment terms — pulled from your company settings
- Client name and address — pulled from the work order
- Scope of work — pulled from the work order as the invoice description
- Line items — generated from the cost calculations configured in your Admin Portal
Adjusting line items before sending
Every line item on the invoice can be edited, removed, or added to before sending. You can add custom line items for labor, materials, or discounts that aren't covered by your standard calculations.
Line items are driven by the cost calculations set up in the Admin Portal. If your invoice preview shows no line items, make sure at least one calculation is configured and applied to the work order.
Still have questions?
Our support team responds within one business day.