Create an invoice and get paid
Bill a completed job and let your customer pay online.
Before you start
- The work order is marked complete.
- To accept card payments, connect online payments in Settings → Payments.
Invoices in Crewato are generated from completed work orders, so the line items and totals carry straight over.
Create the invoice
- 1Open the completed work order.
- 2Click Generate Invoice. The invoice gets a number like INV-0001 and copies the job's line items and taxes.
- 3Review the invoice and adjust line items if needed.
Send it and get paid
- 1Click Send to Customer to email the invoice as a PDF with a link to pay online.
- 2The customer opens the link, reviews the breakdown, and pays by card. The invoice updates to Paid automatically.
Took a cheque, cash, or bank transfer? Open the invoice and click Record payment so your books stay accurate.
Note · Online card payments require connecting your payout account in Settings → Payments. Until then, customers can still view invoices and you can record payments manually.
Tip · If a quote included a paid deposit, it's automatically credited on the final invoice so the balance due is correct.