If you are utilizing the 'Triggers' feature, please refer to our Triggers article first.

In GorillaDesk, you have the ability to invoice your customers before or after the job has been completed. Simply double click on the job from your Calendar to open that job. Then, click on the 'Invoice' tab.

Note: If there is not an invoice attached to that service, you will need to click the '+ Add Invoice' to add an invoice to that job. Then, select the line item(s) you will be charging for.

On this window, you will have the ability to make any modifications to that invoice. Then, save your invoice.

You will then be able to view a draft of your invoice. However, your invoice will not show a balance until it has been sent to your customer.

You may send your invoice by:

Your customer will then receive an email of their invoice with the option to 'Pay Online'.
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You may also change your invoice our of 'Draft' status by:

This is typically used when your technician accepts a cash payment while in the field.

Note: This does NOT send the invoice to the customer. This is intended to simply add the invoice's balance to the customer's account.
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Once the invoice has been sent, you will now see a balance and are ready to add a payment.

Click here to learn how to add a payment.

If your service template does not have a predefined invoice, you can add an invoice to a job by clicking the '+' on the right side of the Invoice section.

You will then have the option to send the invoice by email or manually mark the invoice as Sent.

Please note: Marking an invoice as Sent will NOT send this invoice to the customer. This should be used when you would like to add the balance to the customer's account, but you do not wish to send them the invoice. This option is great when you mail a physical copy to your customer.

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