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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'll review the invoice section and how to quickly find and manage invoices. Learn how invoice statuses help keep things organized and how they work with accounting connections.

 

Create Time and Materials Invoice

Creating a time and materials invoice in ServiceBox is easy!

 

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

ServiceBox supports multiple payment types. Watch the video below to learn how to record a payment against an invoice — whether it's cash, cheque, credit card, or another method.

 

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

ServiceBox lets you create multiple email templates within your organization, so you can send the right message to customers at each stage of the invoicing process — for example, when an invoice is sent or when a payment is received.

 

 

How to Create Multiple Invoices for a Quoted Job

This video shows how to create multiple invoices from a single quoted job in ServiceBox — useful when you need to bill a customer in stages (also known as progress billing or 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

Learn how to include work order notes, checklists, and attachments when emailing an invoice to your customer — giving them a complete record of the work performed.

 

Need Help?

If you have any questions or need support, please click the Help button in your ServiceBox account or email us at support@getservicebox.com.