Invoicing and Getting Paid

Completed work queues itself for billing. You are not rebuilding the job as an invoice.

Ready to invoice

Accounting → Ready to invoice lists every completed job that can be billed, with the customer, the site, the completion date and the amount. Tick the ones you want and issue them together, or open one and issue it on its own.

Underneath sits Needs attention: completed jobs that are not safe to invoice yet. Each one names what to fix, for example a line with no price, or a total of zero. It tells you the problem rather than failing quietly.

The invoice

An invoice carries the lines from the job. Send it and your client gets a link they can open in any browser, with a PDF they can download.

Record payments against it as they arrive, and see the balance per customer on the customer's page. An invoice can be voided if it should never have gone out.

Customer balances

Customers shows what each client owes alongside their sites, their work and their history, so you are not reconciling in a spreadsheet.