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.

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

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 bulk invoicing if you need to invoice many contacts at once.
• Invoice from the schedule with 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).
• Create an invoice without a visit using experimental standalone invoices (contact support to enable it). Use this for a deposit, materials, or other billing that was never scheduled as a visit. You can also attach completed visits for that billing contact.
• 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?.

For the full invoicing workflow, see Invoicing customers.