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 customer when you complete a work order. To do this, login to ServiceBridge, locate the work order you are invoicing, and select Create 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.
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 by clicking Send.
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.
For more details on this check out the next article How to Apply Payments to an Invoice