How do I send an invoice to a customer?
Short answerCreate the invoice from the finished job, check the line items against what was done, add a payment link, and send it by email or text the same day. Include the business name, invoice number, date, amount, due date and how to pay. Keep a copy attached to the customer record.
The explanation
Start from the job, not from a blank form. Pull in the services, materials and any deposit already paid so the numbers match the estimate. Review it for errors before sending, since a wrong invoice delays payment more than a late one.
Choose the channel your customer reads. Many people pay faster from a text or email with a link they can tap. Add a short note that thanks them and says who to contact with questions. For commercial customers, include the purchase order number they require.
After sending, track it. Know whether it was opened, and set a reminder for the due date. Record the payment when it arrives and email a receipt. Keep a rhythm so invoices do not pile up: send the same day, and review unpaid ones weekly.
Steps
- Open the finished job and confirm the work done.
- Check line items, tax and any deposit credit.
- Add the due date and a pay link.
- Send it by email or text today.
- Record the payment and send a receipt.
What to watch for
- Invoices with no due date.
- Sending an invoice before checking its totals.
How Apex does it
Rolling out
The screen and the rules are built and tested. Saving real customer data is not connected yet. Status as of 2026-10-07; the badge shows the least-built feature involved.
Apex is designed to create an invoice from a completed job, send it by text or email with a pay link and send a receipt. These are demo screens that are not yet saving real customer data.
- IN01Invoice from completed job(Rolling out)
- IN03Send invoice by text / email(Rolling out)
- IN04Online pay link (text/email)(Rolling out)
- IN25Receipts to customer(Rolling out)
Apex Flow Scheduler is in early access. See how we label status.
Where this question comes from: owners type it, or a close variant, into search boxes. It was returned by public search suggestions (Google, Bing or DuckDuckGo) when we collected them on 2026-10-06; the exact phrase seen was “how do i send an invoice?”. We do not have search volumes.