Skip to main content
1

From the job

This is the usual path after the work is done. On the job, click Create invoice. If the status says Requires invoicing, that is the same next step. The job’s lines come across.
2

From one visit

On the job’s Schedule tab, a visit can use Create invoice for this visit when you are billing only the work on that stop. Bill extra work is for lines added on a visit when the job is billed in stages, so those extras are not folded into a scheduled installment.
3

From the Invoices list

Click Invoices, then New invoice. You can bill one job, combine several jobs for the same customer, or bill without a job.
4

From an accepted estimate, with no visit

On the estimate, click Convert to invoice. No job is created. Use that only when there is nothing to schedule.
A new invoice is a draft. It keeps a temporary reference until you send it, download the PDF, or issue it. The legal number is set when it is issued, from Invoice settings. Save draft keeps it without emailing the customer. Sending, and the rows that block Save & send, are in How to send an invoice.

​
While you are building it

Copy last invoice pulls lines from this customer’s previous invoice. If they have none, it says so. Nothing is emailed. Payment on the wizard is which methods this invoice offers: Card online, Bank transfer, Check, and Cash. Card stays unavailable until Jomioz Payments says Ready to accept payments. Dictate with AI and Generate with AI draft lines for you to review. Uncheck anything you do not want, then Apply to invoice. See Jomioz AI. A job that uses a payment schedule bills one stage at a time. The button is Create invoice, then Create next invoice. You cannot skip ahead. That path is Payment plans and schedules. Extra lines added on a visit are not part of the agreed price until the customer agrees. That is a change order. Bill extra work invoices those lines so they are not folded into a scheduled installment.