Create and send an invoice

How to invoice a roofing customer — raise the deposit and the balance from the job, add line items and dates, then email, text or print the invoice.

1. 1

   Create it from the job

   On the job’s “Invoices” card, enter a Description (e.g. “Roof replacement — deposit”), an Amount ($) and a Due date, then “Create.” Make a separate one for the balance.

2. 2

   Edit the details

   In the invoice editor, add invoice line items, set the Issued and Due dates, and a Memo/Footer, then “Save invoice.”

3. 3

   Send it

   Use “Email invoice,” “Text invoice,” “View / print,” or “Copy link” to send the customer their invoice page.