Raise and send an invoice

The invoice comes off the accepted quote, so the work and prices are already on it.

Create it

1. Open the job and find the Invoices section.
2. Tap New invoice. If the job has an accepted quote, a menu offers From quote — pick it and every line copies across. Blank invoice starts from nothing.
3. You land on the draft invoice, numbered automatically (INV-000001, …). The due date is set from your payment terms; change Issue date, Due date or the lines while it's a draft.

Worth knowing: the From quote option appears for the job's primary accepted quote. If you quoted twice and the accepted one isn't marked primary, tap Set as primary on it first.

Send it

1. Tap Send invoice and confirm. Once sent, the lines are locked.
2. If your customer has an email on file, they get the invoice by email — subject line "Invoice INV-000123 from [your business] — £X" — with the lines, totals, and a Pay invoice button when Stripe is connected. Without Stripe, the email asks them to reply to arrange payment.
3. No email on file? Nothing is sent and no error shows — use the Customer pay link panel on the invoice to copy the link and send it yourself, or Resend email after adding their email to the customer.

The reminders

Overdue invoices chase themselves. Reminders go out at 7, 14 and 30 days past the due date — three at most, each with the pay link, the last one saying it's final. You'll see each one in the job's activity, and "Last reminder sent" on the invoice. A paid invoice stops the clock automatically.

Want to nudge sooner? Resend email sends the invoice again any time, without affecting the reminder schedule.

When money arrives

Card payments through the pay link mark the invoice paid on their own within seconds. Bank transfers and cash you record yourself — see Record a payment.