Invoices & payments

How invoices are created, sent and paid in JobTill: one-off jobs, monthly invoices for recurring customers, online payments, and payments you collect yourself.

How to invoice a single job

1. Open the job and find the Invoice card.
2. Click Send Invoice to Client. The Send Invoice window shows a preview with the Total Due.
3. Optionally add a Personal Message, and add anyone else under CC (optional).
4. Click Send Invoice. Your customer gets an email with a link to view the invoice and, if Stripe is connected, to pay it.

Sending an invoice is always a click by you. JobTill doesn't send invoices on its own when a job is completed.

How to invoice recurring customers with Monthly Review

Customers on a recurring contract get one invoice per billing period, and you check it before it goes out.

1. Go to Invoices and click Monthly Review, or use Monthly Review in the left menu.
2. Pick the month with the ‹ › arrows. Each client shows Ready to send, Needs attention or Not started, with their completed visits and any add-ons waiting.
3. Click a client. The Invoice Summary lists the monthly contract, completed visits, billable jobs, approved add-ons and the Estimated Total.
4. Deal with any pending add-on charges first: approve them, decline them, or click Move to <next month>. The invoice can't be generated while one is still pending.
5. To add something by hand, click Add line item.
6. Click Generate Invoice. The invoice is created and waits in In Review.
7. Click Send Invoice (or Text Invoice).

If you bill this customer somewhere else, click Mark as billed externally and enter the Amount collected.

How to text an invoice from your phone

1. On the job, click Text Invoice (or use Text on the invoice page).
2. Pick who to send it to and edit the Message.
3. Click Open Messages to send it from your own phone, or Copy to paste it anywhere.
4. Once you've sent it, click Sent it? Mark invoice as sent.

The text goes from your own phone. JobTill doesn't send text messages itself.

How to record a cash, check or card payment

• On a sent invoice: open it, then under Paid by: click Cash, Card or Check.
• On a job you invoiced somewhere else: click Mark as Paid, then enter the Amount paid, Date paid and Payment method. No email is sent to the customer.

How customers pay online

1. Your customer opens the link in their invoice email.
2. They click Pay $… Now and pay on Stripe's secure page, by card or, where your Stripe account offers it, by bank transfer.
3. A card payment marks the invoice paid straight away and you get a notification. A bank transfer takes a few business days to clear. Either way the money goes to your own Stripe account.

Online payment needs Stripe connected. See Connect Stripe. You pay Stripe's standard processing rate, and JobTill adds nothing on top.

How to find invoices and see what's owed

• The Invoices page lists your latest invoices. Use the chips (Unpaid, Overdue, Sent, Paid, Draft, Void) or search by client, bill-to or invoice number.
• Statuses: Draft, In Review, Sent, Paid, Overdue, Void.
• Money owed by age (30+ or 90+ days late) is on the Money dashboard.

How to void, reopen or delete an invoice

• Void cancels an invoice but keeps it on record. The customer can no longer pay it, and its jobs go back to Completed so you can bill them again.
• Reopen (undo payment) on a paid invoice undoes a payment recorded by mistake.
• Delete invoice removes it completely. Use Void instead for anything the customer has already seen.