Overview - Invoicing pages

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This lesson will give you a quick overview of the invoicing pages in ServiceM8.

Summary Tab

Summary Tab

The Summary tab gives an overview of the money in your business.

1. Total job amount at each job status

2. Total outstanding by customer

All tab

All tab

The All Tab shows all jobs completed jobs in your account.

1. Double click to open the Job card

2. Click titles to sort or hide/show column

Awaiting Approval tab

Awaiting Approval tab

The Awaiting Approval tab is where all completed jobs will reside until they are approved.

If your techs are adding materials and labour to the job, this gives you a chance to double check their pricing before sending out the invoices.

Once your happy with the pricing tick the job/s and click Approve.

Awaiting Payment tab

Awaiting Payment tab

Awaiting Payment is where jobs will stay until the full payment for the job has been received.

Use this page to issue invoices out - invoice multiple clients by ticking them and click Email or Post or Print an invoice.

To receive payment:

  1. Tick the job
  2. Click Receive Payment
  3. Enter the amount and Payment Method, then click Add Payments

Paid tab

Paid tab

Paid is where all fully paid jobs will sit for 2 weeks after being paid.

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