Help Center
Finance· 5 min read · Updated 2026-06-15
Auto-invoicing and accounts receivable
Convert completed jobs into branded invoices and chase debt without the spreadsheet.
Enable auto-invoicing
Settings → Finance → Auto-invoice on job completion. Choose the trigger (signed report, customer sign-off, or manual approval).
Branded PDFs
Every invoice uses your PDF branding. Preview and download from the invoice page or share via email.
Debtor chasing
The Accounts Receivable dashboard shows aged debt and one-click reminders. Set automation rules to send polite chasers at 7, 14 and 30 days.