Service Autopilot is designed to automatically create Invoices for you when jobs are marked as complete. While those Invoices are created when the job is completed, when the Invoice is generated depends on the Account’s billing frequency. If the billing frequency is weekly, monthly, or a custom Invoicing date then the Invoices will remain “incomplete” until the billing date is reached. Once the billing date is reached then the Invoices will be generated and will appear in the Open Invoices filter as well as any other applicable filters.
There are situations where you may need to complete Invoices before they are automatically generated. For example, if the last day of the month falls on the weekend when no one is working to send those Invoices out you might want to complete them on Friday rather than wait until Monday.
To view and complete incomplete Invoices, use the following steps:
- Go to Accounting > Invoices.
- Click All saved filters.
- Select the “Incomplete” filter. This will show you the list of all available Incomplete Invoices.
- To complete Invoices, select one or more Invoices by checking the applicable boxes next to the Invoices.
- Click Complete.
You will then see a message that tells you how many Invoices were completed. To view the new Invoices, change the filter to something like Open invoices. The new Invoices will appear at the top of the table if it’s sorted by Invoice Number or date.