Create and send an invoice

Most invoices start from a completed job: Recoatly copies the work items and any rebillable expenses for you. You can also raise an invoice directly.

Invoice a completed job

1. Open the job and click Create invoice (or tick Create the invoice now when you complete it).
2. Tick Email it to the customer now if you're ready to send it, and click Create invoice.

Raise an invoice from scratch

1. Go to Invoices and click New invoice.
2. Choose the customer and add line items from your price book, or as blank lines.
3. Check the Invoice title, Issue date and Due date (14 days out to start with), and add a Message if you like.
4. Under Payment options, choose whether to Allow online payment and Offer a tip.
5. Click Create invoice, or Save and send.

Send it, and chase it

1. Open the invoice and click Send. Check the subject and message, then click Send invoice. Your customer gets an email with the amount due, the due date and a button to view the invoice — and to pay it, once you've connected Stripe.
2. Still unpaid? Click Send reminder on the same page. Recoatly counts the reminders you've sent.
3. To send several at once, tick them in the Invoices list and click Send selected.

Good to know

• Invoices move from Draft to Sent, Viewed, Part paid and Paid. Once the due date passes, an unpaid invoice becomes Overdue.
• Switch on the Invoice reminder when overdue automation and Recoatly emails the reminder for you.
• The Receivables aging panel on the Invoices page shows what's owed and how late it is.
• Made a mistake on an invoice with no payments? Choose Void invoice from the ⋯ menu. It stays on record with a zero balance so your numbering stays intact. Paid invoices can't be edited.
• Customers can't open an invoice while it's a draft.
• Send selected skips customers who have no email address on file and tells you how many it skipped.
• Export on the Invoices page downloads a spreadsheet for your accountant.