Send Your First Invoice

Open your completed job and tap Send Bill or Send Invoice. Review the charges already on the job, choose how to deliver the bill, and send it. The customer gets a payment link without needing the KeyBolt app.

Before You Send

1. Connect payments in Settings > Payments. You can prepare a draft before connecting, but card collection needs a ready payment account.
2. Review each line's description, quantity, price, and tax. Add anything used on this job.
3. Check the job name, payment terms, and notes that will print on the bill.
4. Check who pays. A property manager's billing contact may be different from the person who called. See Choose Who Gets a Customer's Bills.

Choose Email, Text, or Both

The send window lets you choose email, text on KeyBolt Pro, or both. Enter or check the recipients, then confirm. A Pro customer with only a phone number can receive a bill by text; an email address is not required for text-only delivery.

When the customer pays, the bill updates automatically. The job, bill, and linked Colab keep their history together. See Send an Invoice for the full guide.

If They Pay on the Spot

Tap Get paid on the job or bill. Choose card collection when available, or Cash or check to record money you received another way. You do not have to send a draft bill first to take a payment. See Take a Card on Your iPhone and Record Partial Payments.