You create the invoice directly in the completed repair job under the “Invoice” tab. All line items are pulled in automatically. You pick a payment method and payment term, review the preview and finish with “Complete & Send”.
Why create it from the job #
Generating invoices within the same job entry keeps your documentation linked to the specific repair. Setting precise payment terms and methods here ensures your customers have clear instructions for settling their balances, whether you invoice for a screen replacement or a complex appliance repair.
Requirements #
Generating invoices requires a correctly created repair job with services, and an account with permissions to manage billing. To create a job first, see How to Book a Repair Ticket.
Step by step: Create an invoice #
- Select a specific job entry from your “Jobs” list to begin the invoicing process. The selected job opens in full detail.
- Switch to the “Invoice” tab to view existing cost estimates or service reports. All current job details become visible.
- Review the auto-populated line items to confirm all parts and services are correct. Previously created documents remain unchanged by these final adjustments.
- Click “Create Invoice” to start generating a new invoice for the current job. A selection screen for payment methods appears.
- Choose your preferred payment method, such as “Bank Transfer”, to apply it to the invoice. The system updates the payment settings for this transaction.
- Click the “Text Snippet Icon” to open your list of predefined payment notes. A menu of your available text snippets appears.
- Select a custom payment term, like “7 days”, to automatically define the payment deadline. The payment note field updates with your chosen term.
- Click the arrow next to “Complete & Send” to review your finalizing options. A drop-down menu with advanced actions opens.
- Select either “Complete & Save” or “Complete & Print” to finish the process. Your invoice is generated and the job status updates.
- Review the final document to confirm all financial details and customer information appear correctly. The invoice is now ready for delivery to your customer.
Tip from practice #
Reuse common payment terms: Manage and save your most frequent payment terms under “Text Snippets”. This saves you from typing them for every new invoice, especially if you have standard terms for different customer types.
What comes next #
- No job yet: How to Book a Repair Ticket
- Create the quote first: How to Create and Send a Repair Quote
- Business data for documents: Managing Business and VAT Data
Frequently Asked Questions #
Create Invoice #
Are line items carried over automatically?
Yes. If you created a cost estimate or service report earlier, RepairCMS pulls the line items into the invoice automatically. You can still adjust them before finishing.
Which payment methods can I choose?
When creating the invoice you select the payment method, for example bank transfer. The choice is applied directly to the document.
How do I set the payment deadline?
Using the text snippets you pick a payment term such as “7 days”. The due date is then calculated automatically.
Where do I find the created invoice?
The finished invoice is stored under the “Invoice” tab of the job and can be reopened at any time.