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:

Invoices have to be associated with a job. Therefore, to create an invoice, you'll have to be in the job details page.

Once there, click on the "+" button in the Invoices section in the right most column. This will take you to the Create Invoice page.

The invoice overview page is where you'll edit the invoice details, add line items or discounts, and be able to send a Wisetack financing application.

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 clicking 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, click 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, click 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.

Click on "Save" to create the custom line item.

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

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

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

To edit or remove a line item, simply click the item you want to modify. This will allow you to update its details or click 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 click on the “Edit Info” button located in the invoice footer.

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

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

To add a discount to the invoice, click 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 clicking 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.

Click on the "Save" button to save the new discount. Back on the main discount form, click 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 clicking 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, click on the "Edit" button. Otherwise, click 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 click the “Edit” button.

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.

You’ll need to select a contact for the application. Once received on their mobile device, the customer can start the application process.

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

Clicking on the more "•••" actions button will trigger a modal with the options described above.

Presenting and collecting a signature for an invoice is currently not supported in the back office version of Breezy.

However, you'll be able to collect payment by either sending a payment link or by recording a manual payment. To do so, click on the blue “Collect Payment” button in the actions section at the bottom of the page.

You’ll be prompted to enter the payment amount and select a payment method.

If you choose the payment link option, you can send the customer a link to pay securely with a credit card.

You'll be able to preview the message and send it as an email or SMS message.

Alternatively, you can record a payment made by check, cash, or another method.

Once the payment details are entered, click “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!