The approved work becomes the invoice.
RV repair invoicing built from the work order: what the customer approved is what they’re billed, deposits and balances land on one invoice, and the job posts once it’s paid.
INV-2207 · WO-1042
PaidDana Whitfield · 2019 fifth wheel, 31 ft
- Roof reseal: lap sealant and vents$1,126.00
- Slide-out seal replacement$684.20
The 2 jobs Dana approved. The water heater job she declined stays off the invoice.
Payments
- Deposit, card reader$500.00
- Text-to-pay$1,310.20
- Balance
- $0.00
- Work order
- Posted
Demo shop with sample data
No retyping at the counter.
The jobs the customer approved, the parts the tech used and the fees and taxes your shop set up are already on the work order. The invoice is built from that, so the number at pickup is the number they agreed to.
Deposits and balances on one invoice
Take a deposit when the rig drops off and the balance at pickup. Each payment comes off the same invoice.
- Partial payments against one balance
- Card, cash, check, financing or other
- A payment recorded by mistake can be voided, and the balance comes back
- Shop fees and sales tax applied the way your shop is set up
Payments on INV-2207
Balance $0.00- Deposit at drop-off · card reader$500.00
- Check #2231Voided$200.00
- Text-to-pay · card ending 1881$1,310.20
Voided: recorded twice. The entry stays on the record and the balance came back.
Demo shop with sample data
Send it the way they’ll read it
Text the invoice from your shop’s own number or email it. The customer opens it from a link, with no account, and can pay the balance online.
- By text or email from the work order
- A secure link that expires after six months
- Pay online from the invoice
- Print it at the counter
Share invoice
INV-2207- Text (530) 555-0144
- Copy invoice link
Share links expire after 6 months.
Redwood RV Service
Invoice INV-2207
- Roof reseal$1,126.00
- Slide-out seal$684.20
- Total$1,810.20
- Deposit paid−$500.00
Balance$1,310.20
Pay $1,310.20
Demo shop with sample data
Posted when it’s paid
A completed work order posts itself once it’s paid in full. Customers you bill on account go to accounts receivable instead.
- Posts on its own at a $0.00 balance, as long as nothing required is missing
- Accounts receivable for customers who pay on account
- An accounts receivable report from the same records
Accounts receivable
3 open- WO-1040 · Pine Hollow Campground$1,095.00
- WO-1033 · Pine Hollow Campground$620.00
- WO-1029 · Valley Rental Fleet$2,340.00
- WO-1021 · Valley Rental Fleet, paid$0.00
Demo shop with sample data
Invoice questions
Can I take a deposit and a balance?
Yes. Each payment is recorded against the invoice and the balance comes down.
What if I record a payment by mistake?
Void it. The entry stays on the record marked voided, and the balance comes back.
Does the customer need an account?
No. The invoice opens from a link.
Can I text the invoice?
Yes, from your shop’s own number once texting is set up, or by email.
Can customers pay on account?
Yes. Post the work order to accounts receivable for customers you bill later, and track what’s owed on the accounts receivable board and report.
See an invoice go out and come back paid.
Mon–Fri, 8 AM–5 PM Pacific