---
title: "Invoicing and payments — JobOpsPro Learning"
url: https://jobopspro.com/learning/invoicing-and-payments
description: "Turn completed work into an invoice and record payments."
lang: en
---

All learning topics (https://jobopspro.com/learning)

# Invoicing and payments

Turn completed work into an invoice and record payments.

6 min read For office managers and accounting

## What you'll learn

- Generate an invoice from a completed job
- Send a branded invoice with an online payment link
- Record partial payments, refunds, and credit notes
- Keep an eye on what's still outstanding

## Step by step

1. 1
   ### Invoice from the job
   Open the completed job and create the invoice. Labor, pricebook tasks, and materials used carry over, so the invoice matches what actually happened on site.
2. 2
   ### Review before sending
   Check line items, taxes, and any membership discount that should apply. Add a short summary of the work — customers pay faster when they understand the charge.
3. 3
   ### Send for payment
   Send the invoice by email. It arrives with your logo and a secure link to the customer portal where they can view the work and pay online.
4. 4
   ### Record payments
   Online payments post automatically. For checks and cash, record the payment against the invoice with the method and reference so the balance stays accurate.
5. 5
   ### Handle adjustments
   Issue a credit note for a goodwill adjustment or a refund against a captured payment. Both stay linked to the original invoice for a clean audit trail.
6. 6
   ### Watch receivables
   Use Invoices filters and Reports to see what's overdue by age. A weekly ten-minute pass on aging invoices is usually the highest-value administrative habit in the business.

## Tips and common mistakes

- Invoice the same day the work finishes. Every day of delay costs collection speed.
- Never edit a finalized invoice — issue a credit note instead, so history stays intact.
- Turn on payment reminders before you spend time on collection calls.

Try It In The Demo Company: https://jobopspro.com/auth?demo=true
Get Help: https://jobopspro.com/support

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