Billing & Payments
How to Generate an Invoice
invoice billing jobs payments
How to Generate an Invoice
When to use this guide
Use this guide when a job has been completed and you need to generate an invoice for the customer.
Prerequisites
- The job must be completed.
- All services, materials, and photos should already be added.
- Customer must have a valid email (optional for SMS billing).
Step-by-step
Step 1 — Open the Job
- Go to Jobs.
- Select the Completed tab or filter.
- Click the job you want to invoice.
Step 2 — Review Job Details
Before generating the invoice:
- Confirm services and prices
- Verify materials and quantities
- Review photos
- Check customer notes
Step 3 — Generate the Invoice
- Click Generate Invoice.
- DOP will automatically:
- Copy services and prices
- Add materials with amounts
- Apply taxes based on your company settings
- Calculate totals
- Set invoice number
- Link invoice to the job
Step 4 — Review the Invoice
You can review:
- Service list
- Subtotal
- Taxes
- Discounts
- Materials
- Total amount
If needed, you can edit before sending.
Common mistakes
❌ “Generate Invoice button is disabled”
- The job is not marked as completed.
- Job has missing pricing or no services.
❌ Duplicate invoices
- Make sure you only click “Generate Invoice” once.
- Verify the job isn't already invoiced.
❌ Wrong tax applied
- Update taxes in Company → Taxes.