Changelog
ImprovementInvoicing
Invoice by visit for recurring jobs
Creating an invoice from a visit-based job now shows your completed visits so you can pick which ones to bill for. Each visit appears as its own line item with the service date.
When you create an invoice from a recurring job that uses visit-based billing, the invoice form now shows a visit picker listing every completed visit that has not been invoiced yet. Select the visits you want to include, and each one becomes its own line item with the service date filled in automatically.
What changed
- A new "Select Visits to Invoice" section appears on the invoice form when the job uses visit-based billing. All completed visits are pre-selected by default.
- You can select or deselect individual visits, or use Select All / Deselect All. The line items and total update as you go.
- Once the invoice is created, those visits are marked as invoiced. They will not appear again the next time you create an invoice from the same job.
- Invoice emails now show the service date on each line item.
Why it matters
If you run recurring jobs like biweekly mowing, you no longer need to manually adjust quantities or type visit dates into descriptions. The invoice reflects the actual work completed, with the correct total and a clear record of which visits were billed.