Generate an invoice from a job after reviewing the customer, work and charges.
Before you start #
- Check the customer and job breakdown, including quantities, prices, discounts and tax.
- Check whether an invoice has already been created before creating another.
Open and review the job #
Find the job and check the Job Breakdown and total. Complete any pricing corrections before creating the invoice.
Choose Send To Invoice #
Open the top-right three-dot menu and select Send To Invoice. The confirmation asks whether you want to create an invoice for this job.
Confirm and review the invoice #
Select Ok to create the invoice, or Cancel to return without creating it. Review the resulting invoice, including the customer, line items, tax and total, before sending it or recording payment.
What happens next #
The invoice is available for further invoice actions. Creating the invoice and sending it to the customer are separate steps; check the invoice screen for the next action you need.
Common questions #
Does marking the job Paid create an invoice? #
No. Paid is a job flag and does not create an invoice or payment record.
Must I email a quote first? #
Use your team’s approval process. Send To Invoice is available from the job; emailing a quote is a separate action.
Related guides #
Last verified: 22 October 2026. Screenshots and instructions reflect Repair Pilot at the time of review.
