Guides › Your work

7. Invoices and payments

Invoice in three steps, send it as a PDF with your bank details on it, and record payments as they come in.

1. 1Your invoices

   What's still owed at the top. Overdue invoices are shown in red. Search, filter and sort. Tap New Invoice.

   

2. 2Customer

   Choose the customer and property. Working under CIS? Choose who is paying and GasPass works out the deduction.

   

3. 3Items

   A line for each part of the job: description, quantity and price.

   

4. 4Details

   Invoice and due dates, VAT and payment terms, from your Settings. Tap Create Invoice.

   

5. 5The invoice

   Edit it while it's a draft. When it's right, tap Mark Sent. It can't be changed after that.

   

6. 6Record a payment

   Tap Record Payment and enter the amount and date. Part payments add up; the balance shows on the invoice.

   

7. 7Part paid

   The balance left to pay. Record the rest when it arrives.

   

8. 8Paid

   Paid in full, with the date.