Invoices

Invoices are generated from completed work orders and sent to customers for payment. RoutePilot tracks invoice status from draft through payment.

Creating an Invoice

Invoices are typically created by converting a completed work order:

1. Open the completed work order
2. Click Generate Invoice
3. Review the line items, adjustments, and total
4. Click Save (the invoice starts as Draft)

You can also create invoices manually from Billing → Invoices → New Invoice if you need to bill outside of a work order.

Invoice Status

Sending an Invoice

From the invoice detail:

1. Click Send Invoice
2. Choose delivery: email, payment link, or both
3. Review the message and click Send

The customer receives an email with the invoice details and a payment link.

Payment Links

Payment links allow customers to pay online via card. When a payment is completed, the invoice status updates to Paid automatically.

Payment links can be sent:

• Alongside the invoice email
• Separately as a standalone link (useful for texting to customers)
• Via the technician on-site at job completion

Adjusting an Invoice

To add discounts, additional charges, or fix line items:

1. Open the invoice
2. Click Edit
3. Modify line items
4. Save

You can edit a draft or sent invoice. Once an invoice is marked Paid, editing requires voiding and reissuing.

Next Steps

• Payments
• Work Orders