Financials
Invoicing & Payments
Create invoices manually, in batches, or automatically, and record payments.
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Automatic Invoicing (Auto-Billing)
Automatic invoicing lets the system create invoices for a job on its own — the moment a visit is marked completed (Per Visit jobs) or at the start of each…
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Batch Billing: Generate Invoices in Bulk
Batch billing creates many invoices at once from work that's already been done, so you don't have to type them one at a time. There are three flavors…
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Create and Manage Invoices
This article covers the full life of a manually created invoice: building it, reviewing it on the Invoice Summary page, editing or deleting it, and getting…
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Invoicing Overview: Manual, Batch, and Automatic
The Sales page is your billing home base: every invoice and every payment for your company lives in one list there. There are three ways an invoice can…
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Record Payments Against Invoices
When money comes in — a check in the mail, cash on site, a bank transfer — you record it as a payment applied to one or more of the customer's invoices…
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