Service writers
Bill the job from the job.
The invoice comes from the work order: labour, parts, sublet — already there, already priced.
From the work order
AppSite Invoice
Invoices that post themselves.
Invoice bills the work — from a work order, a booking or a quote — and posts it to Books the moment it is sent. The work order is stamped prepaid or still to bill, so nothing is billed twice or forgotten.
Who it’s for
Anyone who sends a bill.
Owners
Nothing billed twice, nothing forgotten.
Sending an invoice stamps the work order: prepaid, or still to bill. The dashboard shows what is outstanding.
StampedOutstanding
Bookkeepers
Posted the moment it is sent.
Revenue and tax land in Books under the right division as the invoice goes out — no month-end catch-up.
Posts to BooksPer division
The invoice
From work to money, one record.
An invoice on AppSite is the billing face of the work: it is built from the work order, booking or quote, sent to the customer, posted to Books, and paid through Payments — one record, four modules.
- From a work order, booking or quote — the lines are already there.
- Stamps the work order — prepaid, or still to bill.
- Posts to Books — revenue and tax, per division, when sent.
- Paid through Payments — net, fee and tax posted as they should be.
- Customer portal — the customer sees the same invoice.
From a job to a paid invoice in three steps
Build, send, get paid.
Step 1 · Build
Build it from the work.
The lines come from the work order or booking.
Build
Step 2 · Send
Send it; Books knows.
Posted the moment it goes out.
Send
Step 3 · Paid
Paid through Payments.
Net, fee and tax posted; the invoice closed.
Paid
Start
Invoice comes with every plan.
Invoices from the work, posting to Books and payment through Payments are part of every AppSite plan.
Send an invoice that posts itself.
Build it from the job, send it, and read Books afterwards — already right.