Invoices and quotes

An invoice

1. Open the order (or the booking in Calendar, or the job once it's marked done).
2. Tap Invoice (on an order, it's under More).
3. Tap Email it to the customer. No email? Tap Copy the link and send it in a message.

The customer opens it, sees what's still to pay and how, and can print it or save it as a PDF. When you tap Got paid, the invoice shows it.

Each invoice gets the next number (INV-00001, INV-00002…). Your tax number goes on it if you added one in Settings → Payments.

A customer with a whodo account also finds it in their own account, under My orders.

A mistake?

An invoice is never changed. Tap Cancel this one: a credit note is made, numbered, and you can make a new invoice. If the order changes amount or is cancelled, whodo cancels its invoice for you the same way.

Receipts

Every payment you record (and every card payment) gets a numbered receipt (R-00001, R-00002…): who paid, for what, how much and how. Open it from the payment on the order, or under Invoices → Receipts. Undo a payment and its receipt is cancelled; a refund gets its own receipt. Customers with a whodo account find them under My orders.

Quotes

Every quote you send on a custom request is kept, numbered, under Quotes sent. A new quote replaces the last one.

All of them are in Invoices (under All tools).