Can I invoice customers before work is complete?

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

Open the job 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 job, and invoicing is set up for your account.

Things to watch when you invoice early (estimated hours, checklist items, the job locking) are in Invoicing before work is complete.

Invoicing in advance for multiple scheduled jobs

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

Your options are:

• Invoice each job individually by navigating directly to the job and using ⋮ → Create invoice.
• Wait until jobs are complete and combine them on the Invoicing screen (same property or billing contact), or use bulk invoicing if you need to invoice many contacts at once.
• Invoice from the schedule with bulk invoicing (Actions → Invoice). This marks any incomplete jobs 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).
• Create an invoice without a job using experimental standalone invoices (contact support to enable it). Use this for a deposit, materials, or other billing that was never scheduled as a job. You can also attach completed jobs for that billing contact.
• Use recurring invoices in Xero or QuickBooks for regular monthly billing instead of job-by-job invoicing. See How do I set up fortnightly jobs with monthly invoicing when using Xero or QuickBooks?.

For the full invoicing workflow, see Invoicing customers.