Invoices and payments
An invoice is made from the job’s estimate and carries the same number. These guides cover making it, sending it, getting paid and keeping track of who owes you.
Basics
- Making an invoice from the estimateCreating the final invoice, which estimate it copies, and checking it before it goes.
- Sending an invoiceChoosing what prints, emailing it from BidWrap, or sending it yourself.
- Recording a paymentAdding money received, and how invoices and jobs are marked paid.
- The Invoices page: what you are owedOutstanding and overdue totals, how late each invoice is, and finding old invoices.
Everyday
- Taking an advanceInvoicing part of the estimate before the job, and how it comes off the final invoice.
- When the estimate changes after invoicingUpdating a draft invoice, and what to do with one that has been sent.
- Automatic payment remindersSwitching reminders on, choosing when they go, and turning them off for one invoice.
- Adding loss, damage, consumables or mileageCharges you only know about once the job is over.
- Recharging receipts to the clientAdding costs from receipts to the job’s invoice, with or without a markup.
- Voiding, deleting and writing offWhat to do with an invoice that is wrong, not needed, or will never be paid.
- Reports and the spreadsheetMonth by month figures, who owes you, your top clients, and a spreadsheet for your records.