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Open Invoices in the left sidebar, or start from the job after the work is done.

Create an invoice

From the job, from several jobs, or with no job.

Send an invoice

Client Hub, tax, and copying it to Xero.

Take or record a payment

Card, bank, cash, and recording it yourself.

Payment plans and schedules

Installments on one invoice, or one invoice per estimate stage.

Void or delete

Drafts can be deleted. A sent invoice is credited, not voided.

Refund

Return a card or manual payment. This does not rewrite the invoice.

Credit note

Reduce, cancel, or replace a sent invoice.

Write off

Close a balance you will not collect, without a credit note.

Change orders

Extra work on a visit, agreed in Hub or on site.
A customer’s open invoices can also be sent as one PDF. On the customer, Download statement or Email statement. That list is not a new invoice. See Customers. Numbering, payment methods, reminders, and late fees are in Invoice settings. Card setup is Jomioz Payments. Tax names and credit-note titles for your company country are in Rules for your country.