Creating an Invoice from a Completed Job

When to Invoice

Invoices can be created as soon as a job is marked Completed. CrewBrix also supports invoicing mid-job for progress billing on larger projects.

Creating the Invoice

1. Open the completed job.
2. Tap Create Invoice (shown prominently at the top of a completed job).
3. CrewBrix pre-fills the invoice with:

• Customer name, address, and contact details.
• Job description from the job record.
• Any line items you added during the job (labor hours, parts, materials).

1. Review the line items. Tap + Add Line Item to add anything that wasn't logged during the job.
2. Apply a discount (flat amount or percentage) if needed.
3. Set the payment due date (default is Net 30; change in Settings → Billing).
4. Tap Send Invoice to email it to the customer, or Save as Draft to finish later.

Line Item Types

Invoice Numbering

Invoices are numbered automatically in sequence (INV-0001, INV-0002, etc.). You can set a custom prefix or starting number in Settings → Billing → Invoice Numbering.

Sending the Invoice

When you tap Send Invoice, the customer receives an email with:

• A PDF attachment of the invoice.
• A Pay Now link that opens a secure payment page (requires Stripe to be connected).
• Your business logo, contact info, and payment terms.

Tracking Payment

The invoice status updates automatically:

• Sent — invoice emailed to customer.
• Viewed — customer opened the email or payment link.
• Partial — customer made a partial payment.
• Paid — full payment received.
• Overdue — past the due date with no payment.

View all invoices under the Billing tab → Invoices.

Sending Reminders

For overdue invoices, tap the invoice and select Send Reminder. CrewBrix sends a polite follow-up email with the payment link. You can also enable automatic reminders in Settings → Billing → Payment Reminders.