For agencies💵 Billing & Payouts

Build and customize a customer invoice

Select a customer's approved jobs and generate a finalized, fully customizable invoice with a live preview that matches the printed result.

The invoice builder turns approved jobs into a branded invoice. You can set the template, font, colors, add custom line items, and see exactly how it will print before you finalize.

Step by step

  1. 1Open Billing and go to the Build Invoices tab.
  2. 2Pick a customer (and optionally a billing group) to see their approved, ready-to-invoice jobs.
  3. 3Check the jobs you want on this invoice and click Build to open the invoice builder.
  4. 4Review the auto-generated line items (a service line per job, plus separate travel-time and mileage lines when those apply).
  5. 5Adjust the design (template, font, accent color, subtitle, Tax ID, and logo/contact/terms toggles), add any custom line items, and edit the memo.
  6. 6Use the live preview to confirm the invoice looks right; it renders with the exact same layout used for print and PDF.
  7. 7Click Finalize to save the invoice with its sequential number and mark the included jobs as invoiced.

Screenshots

The Billing page Build Invoices tab.
The Build Invoices tab, pick a customer to see their approved, ready-to-invoice jobs.

Tips

  • Charges are calculated by the differential billing engine, which splits each job into time segments and applies the highest matching rate, then adds travel, mileage, and the minimum billing duration.
  • New invoices start from your saved house style; if you reopen an existing invoice, its own saved design is kept.
  • Travel and mileage lines only appear when those amounts are greater than zero.
  • Click Save as agency default in the builder to make the current design your house style for future invoices.

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