How to Find Completed Jobs Ready for Invoicing
Quickly find jobs that need to be invoiced in Local Business Pro using status filters.
Quick Answer: Filter jobs by 'Complete' status to see finished work that hasn't been invoiced yet. Open each job and click 'Create Invoice' to bill the customer.
Step-by-Step Process
- Navigate to Operations > Jobs
- Set the Status filter to Complete
- Review the list of completed jobs
- Open a job that needs invoicing
- Click Create Invoice
- Review the invoice (line items transfer from job)
- Send to the customer
- Job status updates to reflect invoicing
Invoicing Best Practices
- Invoice same-day when possible - faster payment
- Review line items - ensure actual work matches
- Add any additional charges - parts, materials, extras
- Verify customer contact - correct email for delivery
Frequently Asked Questions
Q: How do I know which jobs have already been invoiced?
A: Invoiced jobs show a different status or have an invoice link visible.
Q: Can I invoice for a partial amount?
A: Yes, edit the invoice to adjust amounts before sending.
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Last updated: February 1, 2025