On the job
Create an invoice from job notes
Turn the job note into the invoice line: client, each price, due date. If the note does not contain prices, it is not ready.
A job note is an invoice only if it has prices
Good job notes already read like invoices. “Wes Clarke Autos, diagnostic 89, two hours at 95, capacitor 64, due today” can be pasted. Bad job notes read like diaries. “System down, replaced part, customer nice” cannot be billed without you remembering the prices you did not write. The workflow is to write the prices into the note before you leave the unit, then paste. Abbreviations are fine if you expand them before the preview. “Cap” can become “capacitor” in the line the customer sees. They should not have to decode your notebook.
From the job note: diagnostic, two hours and a capacitor, due today. https://invoicetxt.com/i/your-link
Write the price next to the task
A task without a price is a reminder, not a bill.
Expand abbreviations on the invoice
The note can be terse. The customer’s line cannot.
Paste and preview
If a price sticks to the client name, add a comma.
Throw away nothing until it is sent
The note stays until the link is in the thread.
What to put on this invoice
- Prices in the note
- Plain descriptions on the invoice
- Commas between items
- A send that retires the note
Questions about this job
What if the office writes the notes?
Agree the shape with them. A note without a rate cannot be invoiced by anyone else.
Can I invoice from a photo of a whiteboard?
Only after someone types the line. The photo is not readable by the totals.
How long should notes be kept?
Until the invoice is paid, at least. They are your backup if a line is questioned.
If you change one habit, write the price in the note before you leave. The invoice is then a paste.
Related guides
Turn handwritten notes into a text invoice
Type the handwritten prices into one line, check them against the page, and text the link. Do not photograph the notebook and call it the invoice.
Open guide →Invoice for materials and labour via SMS
The SMS should say labour and materials as two ideas. The invoice should show them as separate lines so neither one hides inside the other.
Open guide →Split payment request by text
A split payment is two named amounts: a deposit now and a balance later, or two payers. Each amount gets a sentence. Each payer gets their own invoice.
Open guide →