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Work

Create and share an invoice

Use the job record to prepare a bill and track its balance.

  1. Open the relevant job and its invoice action. Review the agreed work, customer and charges.
  2. Check the invoice before sharing. Make a link shareable if you want the customer to view the live document.
  3. Share the link or PDF. A browser that cannot share files directly downloads the PDF so you can attach it yourself.

Invoices

Still need help? Contact Support.