Invoices & line items

Prepare invoices, adjust charges and manage outstanding balances.

11 articles

• Absorb an Assessment Fee →When an estimate is generated from an assessment that still has an outstanding fee, that fee can be absorbed into the estimate instead of being billed on its own. Absorption happens when the estimate…
• Browse All Invoices →This capability opens the provider-wide invoice list, so an owner or office user can see every invoice the business has issued rather than one at a time. The list can be narrowed by status (All, Sent…
• Create an Invoice →Creating an invoice produces a draft that can be reviewed before anything reaches the customer. An invoice can be created for a completed work order, in which case its lines are generated from the…
• Edit Invoice Line Items →Editing line items lets you correct what a job is going to charge for before it is invoiced. On a work order's line items you can add an item from the pricebook (Quick Add From Pricebook, then Add…
• Flag an Exported Invoice as Changed →When an invoice has already been exported to an accounting system and someone later changes it there, the two records no longer match. On an exported invoice, the Mark as Modified button lets you flag…
• Manage Installment Plans and Reminders →This capability gives a provider the controls on an installment plan's own page. An active plan can be suspended (Suspend Plan), a suspended plan can be resumed (Resume Plan), and an active or…
• Override a Line Item Price →Normally a work order line takes its price from the pricebook item it was built from. Overriding the price lets you charge a different amount for that line when the job calls for it.
• Reverse a Charge →Reversing a charge takes back a line without erasing it. Choose Reverse beside the line, on the work order or on a draft estimate; the button is offered only for charges that can be reversed. On a…
• Send an Invoice →Sending an invoice (the Send Invoice button on the invoice) moves it from draft to sent and gives the customer a private link to open it. Use it when the lines are right and you are ready to ask for…
• View an Invoice →Viewing an invoice opens a single invoice with its line items, so you can check what was billed before you send it, collect on it or answer a customer's question about it.
• Write Off Invoice Balances →This capability lets a provider record that part or all of an unpaid invoice balance will not be collected. It appears as a Write Off Balance panel on the invoice, for invoices that are past draft…