Send Your First Invoice

Before You Send: Complete a Job

Invoices in KeyBolt are tied to jobs. To send your first invoice, you'll need at least one completed job. If you haven't created a job yet, see "Create a New Job" in the Jobs & Dispatch section first.

Once your job status reaches Completed, you'll see a "Send Invoice" button on the job card and on the job detail page.

Sending the Invoice

1. Tap "Send Invoice" from the completed job.
2. The invoice builder opens with line items pre-filled from the job template. For example, a Residential Lockout job will show a $125 line item for the service call.
3. Review and adjust: use the +/- buttons to change quantities, add extra line items (like additional locks rekeyed), or remove items that don't apply.
4. Tax is calculated automatically based on the tax rate you set in Settings. If you haven't set one, it defaults to 0%.
5. Confirm the customer's contact info, the invoice will be sent to their email and/or phone on file.
6. Tap "Send".

What Your Customer Sees

Your customer receives an email (and optionally an SMS) with a link to your own KeyBolt bill page. It shows your shop name and logo, the itemized invoice, the total, and a card form run by Stripe. They can pay with any major credit or debit card. No app download required on their end.

Getting Paid

When the customer pays, the money goes directly to your connected Stripe account. You'll receive a notification in KeyBolt and the invoice status updates to Paid automatically. KeyBolt does not take any cut of your payments, the only fees are Stripe's standard processing rates.

After Sending

The job status automatically moves to Invoiced. You can track the invoice in the Invoices tab. If the customer doesn't pay by the due date, KeyBolt marks the invoice Overdue and it shows up on your Aging report so you can chase it. See Chasing Unpaid Invoices.