From finished job to invoice in one tap

Open the finished job and tap "Create invoice". The lines come over from the quote, approved change orders are added, and the deposit your customer paid is taken off. What is left is the balance.

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The same job, followed through

Sample

Sample Plumbing Co.

Water heater replacement

50 gallon gas water heater, installedQty 1$1,850.00
Expansion tank and fittingsQty 1$185.00
Old water heater hauled awayQty 1$75.00

Subtotal: $2,110.00
Sales tax (7.25%): $147.54
Total: $2,257.54
Deposit already paid: -$225.75
Balance due: $2,031.79

The final invoice for the sample water heater job. When the customer approved the quote, a deposit invoice for $225.75 was made by itself. Say they paid it and you recorded the payment: the final invoice takes it off the $2,257.54 total, and $2,031.79 is left to collect.

What goes on it

The lines of the quote
As your customer approved them. Sales tax is charged only on the lines that are taxed.
Approved change orders
Extra work your customer approved by link during the job is added, under the name of the change order it came from.
The deposit, taken off
What was paid on the deposit comes off the final invoice. A deposit that was never paid is closed, so your customer is not asked for it twice.
A due date and your note
Set once how many days an invoice has and the note printed on each one. Either can be changed on any invoice.

An invoice can also be started from scratch, with no job behind it.

Recording payments

TailGateBid does not take the money. Your customer pays you the way they do today, and you record it on the invoice: the amount, how they paid (cash, check, card, bank transfer or something else), a check number or a note, and the date.

Part payments are fine. The invoice shows as part paid, and the balance comes down.

Your dashboard shows what you have collected this month and what is still owed.

When it is late

An invoice that passes its due date is marked overdue, and your customer is emailed a reminder.

If it stays unpaid, more reminders follow, a week apart. After a few they stop.

What your customer sees

A private link, with no account and no password. It shows the invoice, the payments received, the balance, and your own instructions under "How to pay": who to make the check out to, or the number to call. They can print it or save a copy.

Email the link from TailGateBid, or copy it and send it yourself. The invoice shows you when it has been viewed.

It goes out in English or in Spanish, whichever you set for that customer.

Jobs that repeat

A repeating job can send its invoice by itself each time a visit is marked complete. How a repeating job is scheduled.

After it is paid

When an invoice is paid in full, your customer can be asked to rate the job. Nothing is shown on your website until you approve it, and you can switch the request off.

In every plan

Invoices, deposits and payment tracking are part of every plan. See what each plan costs.

Working out a deposit and the tax before you quote? The deposit and sales tax calculator does them with the same sums a TailGateBid quote uses.

Not built yet

Online card and bank payments. There is no pay button on an invoice: you take the money the way you do today, and record it here.
Sending the invoice link by text message from TailGateBid. You can email it, or copy it and send it from your own phone.

Finish the job, send the invoice, and know what you are owed.