Invoices and payments
Create an invoice
Section titled “Create an invoice”Start an invoice directly, or create one from a job. Creating it from a job only works once the job is Completed.
When the job came from an estimate, the invoice starts with that estimate’s line items, terms, tax rate and discount, so you don’t retype them. Otherwise it starts with your default terms and tax rate. Download any invoice as a PDF.
Share it
Section titled “Share it”An invoice starts as a Draft. Choosing send marks it as Sent and makes its customer link work, a page showing the invoice with no login needed. SherDore HVAC doesn’t email the link, so send it to the customer yourself.
| Status | Meaning |
|---|---|
| Draft | Not sent yet. |
| Sent | The link is live. |
| Viewed | The customer opened it. |
| Partially paid | Some, but not all, has been paid. |
| Paid | Paid in full. |
| Overdue | Past its due date and not fully paid. |
| Void | Cancelled. Use this instead of deleting a sent invoice. |
A paid invoice can’t be voided.
Record a payment
Section titled “Record a payment”Record each payment against the invoice with its method:
- Cash
- Check
- Card
- Bank transfer
- Other
Part payments are fine. The invoice shows Partially paid until the balance is cleared. You can remove a payment you recorded by mistake.
Overdue reminders
Section titled “Overdue reminders”Each morning, customers with an overdue invoice are emailed a reminder. A customer is reminded about the same invoice again only after your reminder interval, 7 days unless you change it. See Settings and reminders.
Export
Section titled “Export”Download your invoices and your payments as files for your accountant or your books.
Who can manage invoices
Section titled “Who can manage invoices”Owners, office managers and the Accountant role. Dispatchers and technicians can’t open invoices.