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Invoicing a Repair Order

Turn finished work into an invoice in one click.

Included in: Every plan

On this pageCreate the invoice The invoice page Last-minute changes Paid invoices Sending receipts automatically

When the work is done, one click turns the repair order into an invoice — every approved job, its labor and parts, shop supplies and tax, exactly as they are on the RO. Declined jobs are left off automatically.

Create the invoice

On the repair order, click Create Invoice → 📄 Full Invoice.
Tick the jobs (concerns) to bill. Everything approved is ticked; untick anything you'll bill later.
Click Create Invoice. The invoice opens and the RO moves to Invoiced.

Create Invoice menu on a repair order — Create Invoice offers a full invoice, a parts-only invoice or a deposit.

Pick concerns to invoice — Choose which jobs go on this invoice. The rest stay on the RO for a later invoice.

Billing jobs on separate invoices is how you split work between payers — for example, the customer's part on one invoice and the warranty company's on another.

The invoice page

An invoice — An unpaid invoice with its main actions: Print, Receive Payment, Send Invoice.

Button	What it does
Print	Opens a PDF of the invoice to print or save
Mark as Sent	Marks a draft as sent when you hand it over in person
Receive Payment	Record cash, check or card, or charge a card — see Taking Payments
✉️ Send Invoice	Emails the invoice with a secure link to pay online
✍️ Get Signature	Have the customer sign on screen at pickup
📲 Send to Tablet	Pushes the invoice to a counter tablet running the tech app, for the customer to review, sign and pay
View RO	Back to the repair order
⋯	Sync from RO, void or delete — see Voids, Refunds & Corrections

Last-minute changes

Discount — enter a percent or dollar discount on the invoice.
Shop supplies and tax — click ✎ next to either to override the automatic amount for this invoice.
Changed something on the RO after invoicing? Use ⋯ → Sync from RO to pull the changes onto an unpaid invoice.

Paid invoices

Once paid in full, the invoice shows Paid with each payment listed at the bottom. Paid invoices are locked so the numbers your books depend on can't change by accident.

Sending receipts automatically

Turn on Auto-send invoice when payment is collected under Settings → Notifications, and the customer gets a paid receipt by email the moment you record their payment.

← PreviousThe Customer Portal Next →Deposits & Parts-Only Invoices

Still stuck? Send us a message (or email [email protected]) and tell us what you were trying to do — we answer within one business day.