Help Centre>Sales & Invoicing>Invoice a completed job and take payment
Invoice a completed job and take payment
Updated 2026-10-10
The fastest route from work done to money in the bank.
1. Review the auto-built invoice
When a job is completed, the invoice builds itself from the quoted price, parts used and time recorded. Check it, adjust if needed, and send.
2. Attach the proof
Photos, checklists and the customer signature go out with the invoice — queries disappear and approvals speed up.
3. Offer easy payment
Include a pay-now link for card payment or Direct Debit. Automatic reminders chase politely at 7, 14 and 30 days so you don't have to.
4. Watch it reconcile
Payments sync to your accounts package and the job closes out. Your job-to-cash time is tracked so you can see it shrink.
See it running on your own workflows
Book a short demo and we'll walk you through this exact flow with your kind of jobs.
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