Can I invoice customers before work is complete?

Yes. You can create an invoice from an individual visit before it is marked complete, but you need to navigate directly to that visit. Incomplete visits do not appear on the Completed or Visits pending invoicing tab.

Open the visit from your schedule, click the ⋮ menu (next to Complete), and select Create invoice. This works when you are an administrator, Requires invoicing is enabled on the visit, and invoicing is set up for your account.

What about the Invoicing screen?

The Completed or Visits pending invoicing tab only shows visits that have been completed but not yet invoiced. If you want to invoice a visit that has not yet been completed, navigate directly to that visit from your schedule.

You use the Invoicing screen to batch-invoice finished work and combine multiple completed visits onto one invoice. You cannot bulk-invoice multiple incomplete scheduled visits from that screen.

If experimental bulk invoicing is enabled, you can invoice several visits from the schedule instead (Actions → Invoice). Incomplete visits in that selection are marked complete on their run date when the invoices are created. That is not the same as invoicing a visit early and leaving it incomplete. To invoice one visit without marking it complete, keep using ⋮ → Create invoice on that visit. Contact support if you want bulk invoicing turned on.

When you batch-invoice completed visits, open Invoicing and use the Completed or Visits pending invoicing tab. The Invoices tab only lists invoices you have already created. See Create an invoice.

Invoicing in advance for multiple scheduled visits

SortScape does not have a single action to invoice a customer upfront for a batch of future scheduled visits while leaving those visits incomplete.

Your options are:

• Invoice each visit individually by navigating directly to the visit and using ⋮ → Create invoice.
• Wait until visits are complete and combine them on the Invoicing screen (same property or billing contact), or use experimental bulk invoicing if you need to invoice many contacts at once.
• Invoice from the schedule with experimental bulk invoicing (Actions → Invoice). This marks any incomplete visits complete when the invoices are created, so only use it when the work is done (or you are happy for SortScape to mark it done).
• Use recurring invoices in Xero or QuickBooks for regular monthly billing instead of visit-by-visit invoicing. See How do I set up fortnightly visits with monthly invoicing when using Xero or QuickBooks?.

Things to watch when invoicing early

• Time-and-materials visits may still show estimated hours until the visit is marked complete.
• Checklist items only appear on the invoice when marked Work done.
• Once invoiced, the visit is locked until you remove invoice status.

For the full invoicing workflow, see Invoicing customers.