Send an Invoice

Send a bill from the job or the Invoices page after checking its charges and recipients. Email works on Pro and legacy Basic subscriptions. Sending the payment link by text needs KeyBolt Pro and a working shop texting line.

Review the Bill

1. Open the job and tap Send Bill or Send Invoice, or open the bill from Invoices.
2. Review descriptions, quantities, prices, tax, and any parts used.
3. Check the Job name, Payment terms, PM work order #, and Notes on the invoice. The job's Finance area also lets you edit its invoice details.
4. Check the billing contact. See Choose Who Gets a Customer's Bills.

Charges on a job and its associated bill stay connected. If a change affects a bill the customer already has, KeyBolt explains the effect before you confirm. See Change an Invoice After You Sent It.

Choose the Delivery

In the send window, choose email, text, or both, and review the recipients before confirming. Email needs an email recipient. Text-only delivery needs a phone number and Pro texting; it does not need an email address. This works for a customer who only gave you their phone number.

On a computer, the Send Invoice window can float over the page while you check the job. Finish by confirming the delivery.

What the Customer Gets

The bill shows your shop name, logo, job name, itemized charges, tax, total, and payment terms. Its payment link lets the customer pay by card without installing an app. Once payment is confirmed, the bill and its balance update in KeyBolt.

Names and Numbers

The job name is the readable label for the work, such as a property or PO number. The invoice number identifies the bill. Creating work from a Colab can carry the work number forward. Linking records you already made preserves their existing numbers, so a linked Colab, job, and bill may have different numbers.

Search Invoices by the job name as well as the bill number. The Inbox can find a conversation by its linked job or bill number too. See Find a Job, Bill, Customer, or Old Conversation.

Collect Payment Without Sending First

Tap Get paid on the job or bill to collect an in-person card payment when available, or choose Cash or check to record another payment method. A draft does not have to be sent first. Record only money you have actually received.

For installments, see Record Partial Payments. Once the bill is fully paid, you can send a receipt.