Invoices

You rarely build an invoice by hand. The moment a customer approves work, a draft invoice assembles itself from every approved, unbilled line on the repair order. Approve more work mid-visit and the draft updates; already-sent invoices stay locked as snapshots.

What is on it

Sequential invoice number, your shop's legal identifiers (Tax ID, BAR number, license numbers from Settings), bill-to, the vehicle with mileage in and out, itemized parts and labor, environmental fee, tax, your shop note, and your warranty and terms text. Statutory notices print where states require them.

Sending

Send by text, email, or both from the vehicle's invoice panel. Before anything goes out, a compliance check blocks the send if legally required fields are missing, so an incomplete settings page cannot produce a non-compliant invoice. Contact details refresh from the client record at send time.

Signatures

Customers sign before they can pay: a typed name plus a drawn signature on the invoice page, with the signature metadata recorded. Unsigned invoices cannot be paid, online or in person.

Next: Getting paid.