Invoices and getting paid

Make an invoice

Press Create invoice on a finished job (the hours and items are filled in), or New invoice on the Invoices page. Update from job pulls in later changes. Press Issue invoice, then Email invoice.

Get paid online

Connect Stripe, Square or Authorize.net in Settings › Payments. The customer's invoice then has a Pay now button for card, Apple Pay, Google Pay or bank, and the payment is recorded on the invoice by itself. Request payment sends a payment link by text or email for any amount.

No card account yet? A plain payment link from Settings › Company profile & team still shows a Pay now button, but you record those payments yourself.

Record other payments

Record payment for cash, check, Zelle or bank transfer. The balance and status (Sent, Part paid, Paid, Overdue) update by themselves.

Refunds

Card refunds go back through your payment provider. A refund may need an owner's OK in Tasks › Approvals.