Create and send an invoice

Create the invoice#

1. Start from one of these: Invoices then New Invoice; a completed job, Create invoice; or an accepted estimate, Create Invoice.
2. Choose the Customer and the Service Location. Both are required on an invoice.
3. Add lines: for each, set the Type (Service, Material or Labor), Description, Quantity and Unit Price.
4. Check the Due Date. It is filled in from your payment terms; leave it blank to use them.
5. Click Create Invoice.

An invoice made from a job does not copy the job's items automatically. If the job has billable expenses, Ormi lists them under Billable expenses on this job so you can add them.

Send it#

1. Open the invoice and click Send invoice (or use Send to Customer from the list).
2. Check To, Subject and the optional Message.
3. Leave Include payment link on so the customer can pay without logging in.
4. Click Send Invoice. The status changes to Sent, then Viewed when it is opened.

Need the link for a text you send yourself? Click Copy payment link on the invoice.

Invoice statuses#

• Draft: not sent. Drafts can be deleted with Delete Invoice.
• Sent and Viewed.
• Partially Paid (the invoice page shows Partial) and Paid.
• Overdue: past the due date with money owed.
• Cancelled.

What if this fails?

"Stripe Connect onboarding must be completed before sending invoices."

Finish payment setup from the banner on Payments (Set up payments or Continue setup), then send again.

Create invoice is missing on the job.

The job is not completed yet. The job shows "Invoicing unlocks once the job is completed."

"Resolve the preflight checks before sending."

Fix whichever Preflight checks item is failing on the invoice page, usually Customer contact or Payment processing.

Related tasks

• How customers pay an invoice onlineEstimates, invoices and payments
• Chase an unpaid invoiceEstimates, invoices and payments
• Connect payments (Stripe)Getting started