Invoices are how you'll collect payment from customers once the necessary work has been completed. There are two types of invoices in Breezy, an invoice that you create for a job and an invoice that is automatically created by a maintenance plan.

We'll be focusing on the former for this guide.

Invoices can be in on of 6 statuses:

There are two ways you can create an Invoice from the Visit details page: the "+" button in the Invoices section and from the blue actions button in the bottom menu with the lightning bolt icon.

It's usually faster to create items from the blue actions button. Let's do that now.

Tap on "Create Invoice" to get started.

This will take you to the Create Invoice page.

The default status for a new invoice is "Draft". You'll be able to save the invoice as a Draft if you need to return to it later and don't want to issue it.

The invoice card is divided into four parts. The header displays the company logo, company info, customer info, and invoice info.

The message contains an input field for entering an invoice message or summary

The body displays any added line items and discounts

The footer displays the subtotal, total, and buttons for adding line items, editing customer info, and adding discounts.

Beneath the invoice is a section for setting the Tax Rate. You can modify the tax rate by tapping on the "Edit" button.

At the bottom of the page, you’ll see the invoice actions section. The available actions here will vary based on the current status of the invoice. This is where you can perform tasks such as saving, editing, collecting payment, or manually updating the status.

To add line items to the invoice, tap the blue “+ Line Item” button.

This will open the pricebook modal, where you can choose the line items you need.

To create an ad hoc line item, tap the floating blue “Create” button.

And fill in details such as Name, Type, Price, and Quantity.

If you’d like to reuse this item in the future, save it to the pricebook.

Tap on "Save" to create the customer line item.

Items that you've selected will be displayed in the footer of the pricebook modal. You can remove items by tapping on the "X" icon for that item.

When you’re done, tap the blue “Add” button to add the line items to the invoice.

You can rearrange line items by tapping and dragging the handle icon on the left side.

To edit or remove a line item, simply tap the item you want to modify. This will allow you to update its details or tap the “Remove Line Item” button to delete it.

If any details in the invoice header, like the service completion date or billing address, are incorrect, you can easily make adjustments.

Simply tap the “Edit Info” button located in the invoice footer.

In the "Edit Info" modal, you'll be able to update the:

Tap on the "Save" button if you've made any changes.

To add a discount to the invoice, tap the “Set Discount” button.

This will open the discount modal. You can apply a fixed or percentage based discount, but not both types simultaneously.

If you have the required user access permissions, you'll be able to create an ad hoc discount by tapping on the floating "Create" button.

In the "Create Discount" form, you'll be asked to select a discount type, give the discount a name, and enter a discount amount.

Tap on the "Save" button to save the new discount. Back on the main discount form, tap the blue "Add Discount" button when ready.

The discount has been added to the invoice and is visible in the line item area and the footer subtotals.

You can preview the invoice before issuing it by tapping on the "Preview" button in the invoice actions section at the bottom of the page.

This will display how the invoice will look when it is being presented to a customer.

To make any changes, tap on the "Edit" button. Otherwise, tap on the blue "Create Invoice" button.

Once an invoice is created, it will be updated to the “Open” status and will remain “Open” if sent to the customer.

This status change makes the screen read-only. To modify the invoice, navigate to the invoice actions section and tap the “Edit” button.

The invoice overview page will also feature two new sections: Signatures Needed and History.

The Signatures Needed section allows you to capture any required customer signatures. Tapping on this card will open a screen for the customer to sign using their finger.

The History section provides a detailed log of events related to the invoice, including when it was created, edited, sent, or synced.

Below this, you’ll find the QuickBooks sync status card, which shows the current sync status and the most recent sync date if available.

You'll also be able to see the tax rate should you need to make any adjustments.

If the customer is interested in exploring financing options, you'll be able to send them a Wisetack loan application.

The invoice actions have been updated to include options such as:

When you’re ready to present the invoice and collect payment, tap the blue “Present to Customer” button in the actions section at the bottom of the page.

This will open a dedicated view displaying the invoice, signature capture section, company information, and legal disclaimer.

The invoice card will now show the Wisetack financing banner, indicating the monthly payment option through financing. Below the banner, you’ll find the “Collect Payment” button.

To send a customer a financing application, tap “Qualify Now” and choose the option to send a link. You’ll need to select a contact for the application. Once received on their mobile device, the customer can start the application process.

To capture a signature, scroll to the “Signatures Needed” section and tap “signature for the invoice”.

This will open a screen for the customer to sign using their finger. It's recommended that you capture the signature before collecting payment (if payment is collected first, signatures can still be obtained from the invoice overview page).

Below the signatures section, you’ll find a section displaying your company name, description, and logo.

To proceed with payment collection, tap the blue “Collect Payment” button.

Enter the payment amount and select the payment type.

Once the payment details are entered, tap “Record Payment”.

The completed payment screen will display a summary of the payer and invoice details, with an option to send an additional copy.

Once an invoice has been paid it will update to the green "Paid" status.

You'll be able to see the amount already paid and that the remaining balance is $0.

In the History section, the history will be updated with the payment record.

The paid invoice will also be synced to Quickbooks for accurate reporting.

At the bottom of the page, the actions section will display actions to send a copy, revise, and download a pdf or print the invoice through the "more" actions button.

And there you have it! That concludes our guide for creating and managing invoices!