Send an invoice and mark it paid
Create a tax invoice from a quote, from logged work or from scratch, send it, and record payments as they come in.
Updated 29 September 2026
Where to find it
- InvoicesSign in to open
Three ways to make an invoice
- From an accepted quote — Create invoice on the quote.
- From work you logged with your assistant — "invoice Steyn for this week's work".
- From scratch — Invoices → + Create invoice → Create draft invoice, or just ask your assistant.
Send it
- Open the draft invoice and check the lines and totals.
- Tap Send to customer. Customers with an email address get a link to the invoice page and PDF.
- To send it on WhatsApp instead, tap Share on WhatsApp once it's sent.
Invoices are numbered in sequence automatically. When your VAT number is set, they're titled Tax Invoice and include 15% VAT. Your bank details print at the bottom so customers know how to pay.
When the money arrives
- Paid in full: tap Full payment.
- Paid part of it: enter the Amount (R) and Date received, then tap Record payment.
- Or tell your assistant: "Koos paid INV-2026-0007".
Overdue invoices show up in your morning message, so you know who to chase. Your assistant doesn't chase customers on its own — you decide who to contact.
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