ServiceFlow Pro Docs
Invoices & Payments

Invoices

Create, send, and collect payment on invoices.
6 min read

Invoices

Create invoices, send them to customers, record payments, and track overdue balances from the invoice list and detail pages.

Overview

Invoices (/invoices) covers standard billing, deposit invoices (from estimates), bulk send/collect helpers, and AR statements. Detail lives at /invoices/:id; edit at /invoices/:id/edit.

How to access

AreaMenu pathRoute
Invoice listInvoices/invoices
New invoiceNew Invoice/invoices/new
Invoice detailClick a row/invoices/:id
EditDetail actions/invoices/:id/edit
PDFPreview / send/invoices/:id/pdf
Staff payment pageActions/invoices/:id/payment
Credit memos tabCredit Memos on list/invoices?tab=credit-memos
Requires invoices:view (and create/update/delete for mutating actions).

What you can do today

  • Search, filter, and sort invoices; KPI tiles for outstanding and overdue totals.
  • Create invoices manually or from jobs/estimates.
  • Send invoices by email; bulk send overdue reminders.
  • Record cash, check, other, Stripe, or credit memo payments on detail.
  • Generate payment links (Stripe) from detail or /invoices/:id/payment.
  • Void invoices — optionally create a credit memo for paid amounts.
  • Export list data; run bulk collect with configured default payment method.
  • Send AR statements for a customer balance snapshot.
  • Switch to Credit Memos tab for credit list (see Credit Memos).
  • AI insights preview on list when OpenAI is configured.

Prerequisites

  • invoices:view and appropriate create/update permissions.
  • Customer with bill-to contact for sending.
  • Stripe or Helcim (per business settings) for card payment links and checkout.
  • Email integration for send actions.

Step-by-step

Create and send an invoice

  1. Go to Invoices → New Invoice (/invoices/new).
  2. Select customer, line items, tax, and due date.
  3. Save → open /invoices/:id.
  4. Click Send — choose recipients and confirm.

Record a manual payment

  1. Open /invoices/:id.
  2. Click Record Payment.
  3. Choose method (cash, check, other), amount, and reference.
  4. Save — balance updates immediately.

Collect by payment link

  1. Open /invoices/:id or /invoices/:id/payment.
  2. Choose Generate Payment Link (Stripe must be configured).
  3. Copy or send the link to the customer.
See Payment Links for the central link manager.

Void with credit memo

  1. On paid or partially paid invoices, choose Void.
  2. When prompted, confirm creating a credit memo for amounts already paid.
  3. Review credits under Invoices → Credit Memos tab.

Current limitations

  • Staff direct card entry on /invoices/:id/payment shows Payment Form Coming Soon — use payment link mode or record payment on invoice detail today.
  • Bulk collect respects role and invoice lock rules — some invoices may be skipped.
  • QuickBooks sync is optional and configured separately.

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