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How to Collect Payment at Job Completion

Learn how to collect payment when your jobs are complete!

 

In this article, you'll learn how to send a completion certificate at the end of a job and notify the customer if there's a balance due on the invoice.

 

Step 1: Navigate to the work order.

 

Step 2: Click on the completion certificate button.

 

 

Step 3: Check if there's a balance due on the invoice. It'll be indicated there.

 

 

Step 4: Send the completion certificate to the customer. You're able to do this by clicking the email icon or the SMS icon within the work order.

 

 

Alternatively,

 

Step 5: From within the invoice, click on invoice actions.

 

 

Step 6: Send the invoice via email or SMS. This action also notifies the customer if there's a balance due at the end of a job.