Creating Invoices from Services on the Job Screen

Invoice specific services or jobs in Arborgold quickly and accurately. This guide walks you through each step, from completing work orders to sending invoices with clear instructions and supporting visuals.

Begin the process on the job creation screen, where all job details are managed.

Marking the work order as completed finalizes your job and helps with accurate record keeping.

At the bottom left of the job screen, choose the completed services you want to include on the invoice. Carefully review and select each relevant service.

With services selected, click the Actions button in the top left to begin the invoicing process.

Select the Invoice option, indicated by the money-in-hand icon, to generate your invoice.

The generated invoice will display customer and job details. Here, add a PO number if required, edit services, include notes or tags, and check payment history for this invoice.

From your invoice, go to the top right and select Send Invoice to prep your communication.

Enable Offer E-Invoices at the top left (if using ArborGold payments). Double-check the sender and recipient emails and make sure your email template is ready.

When everything is set, click Send Email at the top right to deliver the invoice to your customer.