Invoicing

Simple Time makes it easy to bill clients after a job is done, and to send a one-off invoice when there is no work order.

How Invoicing Works

1. Invoice from a work order — After you complete a job, generate an invoice from the work order. Line items already on that job are copied onto the draft.
2. Create a standalone invoice — For walk-in sales, extra materials, trip fees, or other charges that are not tied to a scheduled job, create an invoice from the Invoices page.
3. Send to your client — Email the invoice or share it through the customer portal.
4. Collect payment — Accept payments online via Stripe or record manual payments.

Work-order invoices are the recommended path for billed jobs. Use a standalone invoice when you do not want to create a dummy work order just to send a bill.

Key Features

• Work-order drafts — Creating from a completed work order copies that job's service line items.
• Catalog or custom lines — On a standalone invoice, pick items from your service catalog or add a custom description, quantity, and price.
• Tax and discount support — Apply tax rates and discounts as needed.
• Professional formatting — Invoices use your company branding, logo, and contact details.
• Payment tracking — See at a glance which invoices are paid, unpaid, or overdue.
• Customer portal — Clients can view and pay invoices online.

Getting Started

Head to Invoices from the main navigation. From there you can create a new invoice, open an existing one, track payment status, and manage your billing workflow.