Send an Invoice

From Completed Job to Paid Invoice

Getting paid is the whole point. KeyBolt's invoice flow is designed to go from completed work to sent invoice in four taps. No manually typing up bills in QuickBooks. No handwriting receipts in the van. Complete the job, review the numbers, send.

Step-by-Step

1. Complete the job — tap "Complete Job" from the job card to move it to Completed status.
2. Tap "Send Invoice" — this opens the invoice builder. Line items are pre-filled from the job template. If the job was a Residential Lockout, you'll see the $125 service charge already listed.
3. Review and adjust:
   • Use the +/- buttons to change quantities (e.g., 3 locks rekeyed instead of 1).
   • Tap "Add Item" to add extra charges (trip fee, after-hours surcharge, hardware).
   • Swipe left on any item to remove it.
   • Tax is calculated based on your rate in Settings. The total updates in real time.
4. Confirm and send — verify the customer's email and/or phone number. Tap "Send". Done.

What Gets Sent

The customer receives an email with your shop name, the itemized invoice, and a prominent "Pay Now" button. This links to a Stripe-hosted payment page where they can pay securely with any major credit or debit card. If you have SMS enabled, they also get a text message with the payment link.

Invoice Numbers

KeyBolt automatically assigns sequential invoice numbers (INV-0001, INV-0002, etc.) unique to your organization. You don't need to track or assign these manually. The number appears on the invoice and in your invoice list for easy reference.

After Sending

The invoice appears in your Invoices tab with "Sent" status. As the customer interacts with it, the status updates: Sent, Viewed (they opened the email), Paid, or eventually Overdue. You get a notification when they pay.