Once you've agreed to a price with the customer, you can begin issuing invoices. If you reached an agreement through a customer order in JobTread, navigate back to the customer order and select + Create Customer Invoice on the right-hand toolbar. This will automatically pull the order details into your invoice. If you came to an agreement with the customer through some other means, go to the job, select the Customer Invoices tab, and click New Customer Invoice in the top right of the page. Note: If you prefer a different term than "customer invoice," you can make this change within your org's settings.
Much like a customer order, when you first create an invoice you have the ability to determine what you'd like to include. You can ask for full payment or pick and choose. Often times payments are progress-based and this feature allows you to follow that timeline. Items not selected will not be made visible to the customer on the invoice.
You can choose to make changes to each section of the invoice. For example, the "details" section is a great place to write notes to further clarify what's being paid for. But every section you see on this invoice is editable. Click on any section to make changes. These changes only apply to this particular invoice and they are not saved elsewhere. This allows you to tailor the invoice to the specific customer.
When you submit the invoice, it will enter "draft" mode but can still be edited until sent to the customer. If this is your first customer order on the job, this will add new information to your budget page because you're introducing actual revenue. The following columns will now appear on your budget list:
- Actual cost
- Actual price
- Actual profit
If everything looks good on the order, click Send to Customer on the righthand toolbar. This will send the customer a branded PDF invoice. This will also move the request to "pending." Note: You can bypass sending an email if you click Mark as pending.
When the customer has paid the invoice, click Mark as paid from the righthand toolbar. Enter a note about how the invoice was paid and submit. This will update your budget with actual revenue and give you a glimpse of how you performed versus your initial estimates.