Jobs & Scheduling

How to Find Completed Jobs Ready for Invoicing

Quickly find jobs that need to be invoiced in Local Business Pro using status filters.

beginner 4 min read completed jobs invoicing billing
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Quick Answer: Filter jobs by 'Complete' status to see finished work that hasn't been invoiced yet. Open each job and click 'Create Invoice' to bill the customer.

Step-by-Step Process

  1. Navigate to Operations > Jobs
  2. Set the Status filter to Complete
  3. Review the list of completed jobs
  4. Open a job that needs invoicing
  5. Click Create Invoice
  6. Review the invoice (line items transfer from job)
  7. Send to the customer
  8. Job status updates to reflect invoicing

Invoicing Best Practices

  • Invoice same-day when possible - faster payment
  • Review line items - ensure actual work matches
  • Add any additional charges - parts, materials, extras
  • Verify customer contact - correct email for delivery

Frequently Asked Questions

Q: How do I know which jobs have already been invoiced?
A: Invoiced jobs show a different status or have an invoice link visible.

Q: Can I invoice for a partial amount?
A: Yes, edit the invoice to adjust amounts before sending.