Invoices

Invoices bill the customer for a completed job. They sync to Stripe when Stripe is enabled.

1. From a completed appointment or approved estimate, tap Create Invoice.
2. Verify line items (pulled from the current approved estimate total) and tap Send.
3. The invoice gets a 3-day due date by default.
4. Mark payments as they come in: Cash, Check, Card (Stripe), Zelle, Other. Partial payments are supported; full payment marks the invoice Paid.
5. Need to revert? You have a short undo window to unmark "Paid" via the toast.

• Each invoice has a unique share link.
• A PDF snapshot is stored at the moment of sending, so a later edit doesn't change what the customer originally received.

• Search by customer, filter by status (Draft, Unpaid, Overdue, Paid) and by payment method.
• Two cards at the top show Total Paid and Outstanding — outstanding counts only what's genuinely unpaid.
• Select several invoices to change status or delete. Swipe a card to delete, with a short Undo window.

Before payment it's an invoice (INV-); once paid it becomes a receipt (RCT-) automatically. Tap the status badge to move it between Draft, Unpaid, Overdue, and Paid.

Down the page: contact information, who receives communication for this job, the vehicle, line items with subtotal and discount, payment history, customer-facing notes, internal team notes, and links back to the estimate, appointment, or lead it came from.

The Payment button holds everything:

• Tap to Pay — take a card on your phone at the job.
• Record Payment — log what you actually received: cash, check, credit card, insurance, Zelle, or other, with amount, date, and a note. Tap Split to record more than one method. The dialog shows invoice / already paid / remaining and warns you if the amounts don't add up.
• Copy pay link — a secure card-payment link to paste anywhere.
• Text invoice + pay link — the fastest way to get paid.
• Link to combined payment — bundle several invoices for the same payer into one checkout.

Card payments run through your connected card processor. If it isn't connected yet you'll see a banner with a link to set it up in Settings → Integrations.

Share offers text, email, Copy invoice link, and Download PDF. Before sending you get a summary and a Preview of exactly what the customer receives. If the invoice is billed to a third party, the app warns you that the vehicle owner will not receive this copy.

Once it's paid, the same buttons send a receipt instead, marked "paid in full."

• You can combine multiple completed jobs into one invoice for the same customer.
• Payment history lists every part-payment separately, with a running total collected and the balance still owed.
• Sync from estimate appears when the source estimate has changed since the invoice was made.
• Marking an invoice paid generates the receipt immediately, so the customer's link works right away.

Desktop: sidebar → Invoices. Mobile: under the More menu.