Creating an invoice for a completed service job in ShopController is a seamless process designed to cater to both warranty and customer-paid services.
Completing the Services on a Job
Before invoicing, ensure that all the services listed for a job are marked as complete. This will update the job’s status and prepare it for the invoicing stage.
Generating the Invoice
When you're ready to invoice:
- Click "Create Invoice" in the invoices section of the job page.
- Review the automatically generated invoice items. If necessary, deselect any items not required for this particular invoice, which is especially useful if you handle warranty work separately from customer payments.
Finalizing the Invoice
Once you've reviewed and adjusted the invoice items:
- Click "Save" to generate the invoice with a "Pending" status.
- You can then view the complete invoice or move on to applying payments.
Payment Application
ShopController separates invoice creation from payment processing:
- To apply a payment, choose either to use any existing credit balance or to register a new payment.
- For new payments, select the type—such as cash—and input the amount directly.
Utilizing Payment Processing Features
ShopController provides versatile payment processing tools:
- Send payment links via text for convenience.
- Use the integrated card reader by selecting "Stripe" for in-person payments.