Jobs & invoices

• Turn a job into an invoice

  Open the signed quote and tap Create invoice. The invoice has what your customer signed, with confirmed deposits taken off.

  How-to

• Send an invoice and get paid

  Tap Download PDF on the invoice and send the PDF to your customer yourself. When the money comes in, tap Mark invoice as paid.

  How-to

• Export your quotes and invoices

  Go to Settings › Export my data and download your quotes or invoices as a CSV file. PDFs are on each quote and invoice.

  How-to