Invoicing

Invoicing is the billing screen for customer invoices. Invoicing, Payment links and Hauler Pay require that your team is on Standard Invoicing, which can be configured under the Admin panel.

To change your team to Standard Invoicing:

  1. Go to Admin → Invoicing Method. The subtitle is Manage your company invoicing method.
  2. Pick Standard Invoicing, (other options includ Manual via QBO, or Manual - List)
    1. Click Save.
  3. Open Invoicing in the Billing sidebar. Credits and Hauler Pay sit next to it.

There is no top-level nav named Invoices, Payments, or Statements. A customer record has Client Invoices.

Create from Invoicing or from a haul Create Invoice. See Create and send an invoice. Compare methods in Invoicing methods.