How It Works
If the Job Was Created from an Estimate
Once the estimate is approved and converted to a job, you can open the job and click Convert → Convert to Invoice.
Select only the line items or percent of the total you want to invoice now.
Send the invoice to the customer. The remaining balance stays available for future invoices.
If You Create the Invoice from Scratch
Open the Billing tab in the job.
Click Convert → Convert to Invoice and choose which items or services to include.
Each invoice created appears in the Billing tab under the same job.
Benefits
Flexible Billing – Bill per milestone, visit, or completed portion of work.
Unified Job Profitability – All invoices stay tied to the same job, preserving accurate margins and reporting.
Change Order Friendly – Add new items or adjustments without creating new jobs.
QuickBooks Sync – All invoices sync seamlessly with QuickBooks for up-to-date accounting.
Use Case
If a customer pays a deposit or progress payment before completion, create the first invoice for that portion. Later, generate additional invoices for remaining items or added work—all linked to the same job for a complete financial view.