II. Invoice a Work Order And Send It to a Customer

Time to complete: 10 minutes

You can create an invoice form the universal + add button near the top of the screen. 

You can also invoice a when you complete a work order. To do this, login to ServiceBridge, locate the work order you are invoicing, and select Invoice.

 

For a work order to be ready to be invoiced, its status must be Finished, and it must contain billable items.

Next, click the slider to expand the invoice details.

Check the customer information, other information, invoice items, un-billed jobs, and billing location.

When you are done, click Save. A message will appear stating that an invoice has been created.

You can view the invoice by clicking View Invoice on the work order information. 

The invoice will open, you can now send it to the customer. 

 

If you have QBO connected, you will be moved to QuickBooks Online, where you can view your invoice and from there you can save and send it to the customer. 

 

Once you have an invoice, you can apply payments against the invoice.

All unapplied payments for that customer will be visible on the invoice page, you can apply the funds from each payment against the invoice.

The invoice status will update between paid, partial, and unpaid depending on how much money from each payment is applied against this invoice. 

Read on to learn how to apply payments to an invoice

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