How-To GuideBeginner4 min read

How to Create an Invoice from a Completed Job

Create invoices directly from completed jobs in Local Business Pro with pre-populated line items and customer information.

Quick Answer: Open the completed job, click Create Invoice, review the auto-populated line items, adjust if needed, set the due date, and send to the customer.

What You'll Learn

Creating invoices from jobs saves time by automatically pulling in customer information, line items, and pricing. This ensures accuracy and speeds up your billing process.

Step-by-Step Process

Navigate to Operations > Jobs
Find the completed job you want to bill for
Click View to open the job detail
Click the Create Invoice button
A new invoice is created with line items from the job
Review and adjust line items if needed (add extra charges, remove items)
Verify tax calculations are correct
Set the due date for payment
Click Send to Customer to deliver the invoice

What Gets Auto-Populated

Customer name and contact information
Service line items from the job
Pricing and quantities
Any custom records attached to the job

Frequently Asked Questions

Q: Can I add additional charges not on the original job?
A: Yes, you can add new line items to the invoice for any additional work or materials used.

Q: What if the job had multiple phases?
A: You can create multiple invoices from the same job, or consolidate everything into one invoice.