Generate an invoice

An invoice is your formal request for payment. Service Buddy lets you create one from scratch or directly from a completed job — with most details filling in automatically.

Option 1: Create an invoice from scratch

Click Invoices in the sidebar, then + Create.
Click Select Client next to Invoice For and pick the client from the list.
Enter a Project name (for example, Smith — Stair Runner Install, Cohen — Bedroom Carpet, Patel — Whole-Home LVP, or Garcia — Master Bath Tile).
Set a Due Date so the client knows when payment is expected. Toggle Hide Due Date on the invoice if you don’t want it shown to the client.
Click + Add Line Item for each product or service. Set the Qty, Unit Cost, Unit Price, and any Discount per line.
(Optional) Add Tags for filtering.
Click Save to keep it as a draft, or Notify Client to send it immediately.

Option 2: Invoice a completed job

Open the job from the Jobs list.
Click Convert To Invoice at the bottom of the job page (or More Actions → Convert To Invoice in the top-right).
Confirm line items — Service Buddy pulls them from the job automatically.
Set the Due Date, review totals, and click Save.

What happens next

The invoice is saved with an Unpaid status.
You can send it immediately or keep editing. See Send an invoice to a client.
If a deposit was collected on the original quote, it automatically reduces the Balance Due.

FAQ

Should I invoice from a job or create one from scratch?

Invoice from the job whenever possible — line items, client, property, and tax pull through automatically, so there’s nothing to retype and nothing to misalign with what you actually delivered. Create from scratch when you’re billing for something that wasn’t a tracked job (a one-off material sale, a deposit before work begins, a small repair).

Can I invoice partially completed work?

Yes. Edit the line items on the invoice to bill only what’s been delivered, then create a second invoice for the rest when the job is complete. Many retailers do this on big multi-room jobs — invoice for completed rooms, leave the others off until they’re done.

How do deposits show up on an invoice?

If a deposit was collected at quote approval (or recorded manually against the client), it appears on the invoice as a credit and reduces the Balance Due automatically. The client sees both the gross total and the amount they still owe.

What does “Hide Due Date” do?

It removes the due date from the client-facing invoice PDF. Useful for invoices where payment timing is informal (long-time client, work-in-progress billing) but you still want a date for your own tracking.

Can I edit an invoice after it’s been sent?

Yes — until it’s paid in full. Open the invoice and click Edit. Once it’s marked Paid, pricing is locked. To correct a paid invoice, refund the payment and generate a new invoice with the right amount.

Why didn’t the tax I expected appear on the invoice?

Tax is inherited from the client property (install address) the invoice is tied to. If the property has no tax rate set, no tax applies. Either set the rate on the property or override the rate on individual line items in the invoice. See Set up tax rates.