Invoices and Payments

Once the work is completed it is time to get paid. In the videos below we go over how to create invoices for Time and Materials, Quoted Jobs, Collect partial payments for deposits, Take payments and how everything links together to make it easier for you.

Invoice section overview

In this video we will go over the invoice section and how to quickly find and manage invoices. Understand how the invoice status helps keep things organized and how they work with the accounting connections.

4 Min

Create Time and Materials Invoice

Find out how easy it is to create a time and materials invoice inside of ServiceBox.

4 Min

Updating a Time and Materials Invoice when new values are added

If you created a time and materials invoice and you run into the case where more time or materials is needed. Don't worry you don't have to generate a new invoice. In this video we will go over how to pull values from the work order into the invoice.

2 Min

Adding a Payment to an Invoice

Find how easy it is to add a payment to an invoice. This is for any payment type you may need. (If you want to get paid faster look for our portal payments).

2 Min

Portal Payments - How to send a payment link to get paid faster

One feature inside of ServiceBox is our ability to take payments online. This helps your company get paid faster.

To enable this feature you need to have a merchant account for more information on ServiceBox payments please click here:

ServiceBox Payments (jobboxsoft.com)

5 Min

Use Email Templates to change the message to customers

In your organization you can create multiple email templates to change the message when sending an email to customer. Find out how to do this in this video.

1 Min

How to create multiple invoices for a quoted job

You can create invoices for jobs that include a quote. This video shows how you can create multiple invoices for the same invoice if you need to do progressive invoicing.

3 Min

How to change the status of the work order automatically once paid

One feature that saves a lot of time is the ability to change the status of the work order quickly once the invoice is set to paid. In this video we will find out how you can set this up and use it daily.

1 Min

Send Work Order details with the invoice

Find out how you can send work order notes, checklists and attachments when sending the invoice to the customer.

2 Min