Estimates & Invoices

How to Create an Invoice from a Completed Job

Create invoices from completed jobs in Local Business Pro with auto-populated line items. Save time and ensure billing accuracy.

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Quick Answer: Open the completed job, click Create Invoice, review the auto-populated line items, adjust if needed, set the due date, and send to the customer.

What You'll Learn

Creating invoices from jobs saves time by automatically pulling in customer information, line items, and pricing. This ensures accuracy and speeds up your billing process.

Step-by-Step Process

  1. Navigate to Operations > Jobs
  2. Find the completed job you want to bill for
  3. Click View to open the job detail
  4. Click the Create Invoice button
  5. A new invoice is created with line items from the job
  6. Review and adjust line items if needed (add extra charges, remove items)
  7. Verify tax calculations are correct
  8. Set the due date for payment
  9. Click Send to Customer to deliver the invoice

What Gets Auto-Populated

  • Customer name and contact information
  • Service line items from the job
  • Pricing and quantities
  • Any custom records attached to the job

Frequently Asked Questions

Q: Can I add additional charges not on the original job?
A: Yes, you can add new line items to the invoice for any additional work or materials used.

Q: What if the job had multiple phases?
A: You can create multiple invoices from the same job, or consolidate everything into one invoice.