Invoices
An invoice uses the same lines, templates and theme as your quotes — different fields (invoice date, due date, payments) but the same document your customer already recognises.
Start from a quote — or from scratch
Converting an accepted quote (Convert to invoice) carries its lines, notes, terms and display choice across. Or build one directly: add price book or ad-hoc lines exactly like a quote, with quantity, unit and VAT per line.
Summary or itemised — you choose
By default the customer's invoice rolls your lines up into one total per category (Summary) — standard time-and-materials billing, and your cost detail stays private. Business customers reclaiming VAT sometimes want the detail: flip the Invoice display toggle to Itemised and every line shows with its quantity, unit price and VAT. The company-wide default lives in Settings → Invoicing → Documents.
Send it & get paid
Generate assigns the invoice number, then Sendemails a branded message with the PDF, or copy a link for WhatsApp or SMS. The customer's page shows your bank details beside the total automatically — and a Pay now card button when Stripe is connected (Settings → Connections).
Track payments
Record bank transfers in the Payments panel; card payments record themselves. The invoice moves through part paid to paid, and your dashboard's outstanding and overdue figures follow. Made a mistake after sending? Issue a credit note from the ⋯ menu.
More in Quotes & invoices
- Price book — Build your cost items once, then price any job in minutes without showing your margin.
- Quotes — Build a quote from cost lines, send it, and let the customer accept it online.
See what else Invoices can do, or browse all guides. Still stuck? Email support@jobivo.co.uk.