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Invoice and Payment Videos

It's time to get paid! Let's go over how to create invoices for time and materials, quoted jobs, collect partial payments for deposits, take payments, and how everything links together for the most seamless experience.

Quick links:

 

Invoice Section Overview

In this video we will go over the invoice section and how to quickly find and manage invoices. Understand how the invoice status helps keep things organized and how they work with the accounting connections.

 

 

Create Time and Materials Invoice

It's easy to create a time and materials invoice with ServiceBox!

 

 

Updating a Time and Materials Invoice When New Values are Added

If you create a time and materials invoice and you run into the case where more time or materials is needed, you don't have to generate a new invoice. In this video we will go over how to pull values from a work order into an invoice.

 

 

Adding a Payment to an Invoice

Add a payment to an invoice for any payment type you may need.

 

 

Portal Payments - How to Send a Payment Link to Get Paid Faster

Taking online payments through ServiceBox ensures you get paid on time and less invoices stay outstanding. To enable this feature you need to have a merchant account - for more information on ServiceBox payments please click here: ServiceBox Payments (jobboxsoft.com)  

 

 

Use Email Templates in Invoices

In your organization you can create multiple email templates to send specific emails to customers at the right time in our invoicing feature.

 

 

 

How to Create Multiple Invoices for a Quoted Job

This video shows how you can create multiple invoices from a single invoice if you need to do progressive invoicing.

 

 

How to Change the Status of the Work Order Automatically Once Paid

Automatic status changes saves a surprising amount of administration time. Learn ability to change the status of the work order quickly once the invoice is set to paid.  In this video we will find out how you can set this up and use it daily.

 

 

 

Send Work Order Details with the Invoice

Find out how you can send work order notes, checklists and attachments when sending the invoice to the customer.  

 

 

Need Help?
Contact support by clicking the Help button in the bottom corner of your screen when logged in or email us at support@jobboxsoft.com.