Raise an invoice
An invoice is your bill for the work. ServiceYak builds it from your quote or job so the numbers match, and keeps track of what you're owed.
You'll create an invoice for completed work — usually straight from the quote or job — and send it to your client to get paid.
Step by step
- Open Invoices. Go to Invoices and tap New invoice — or open the related quote or job and convert it to an invoice.
- Check the client and items. The client, line items and totals carry across; adjust anything that changed on site.
- Set a due date. Choose when payment's due and add your payment terms or a note if needed.
- Save and send. Save the invoice, then send it to your client by email.
Tips
- Invoicing from an accepted quote keeps your bill and your quote perfectly in sync.
- Set a due date so you and your client both know when payment's expected.
- ServiceYak tracks which invoices are unpaid, so you always know what you're owed.
What happens next
To let clients pay you online — and get paid faster — turn on online payments next.
Common questions
Can I invoice for part of a job?
Yes. Build the invoice with just the items or amount you want to bill now.
Does sending an invoice mark it as paid?
No — an invoice is marked paid when payment comes in. Turning on online payments lets clients pay it directly.