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Pump & Service Work Order Billing

Turn a completed Pump/Service job into a customer invoice

Pump & Service Work Order Billing

Once a Pump/Service job is finished, billing turns the recorded work into a customer invoice. The line items you saved while running the job carry straight into the invoice, so there is no re-entry.

Quick Start: Bill a Job

  1. Record labor and parts on the Proposal & Items tab as you run the job.
  2. Move the job to Complete.
  3. Open the Invoices tab, or click Create Invoice in the header.
  4. Review the invoice, then create it (with or without sending).

Billing is limited to office, admin, and accountant roles. If you do not see the Invoices tab or the Create Invoice button, check your role in Settings.

Where the Charges Come From

On a pump/service job, the quote lines and the service items are the same list, kept on the Proposal & Items tab. Add labor, parts, and any other billable rows there while you run the job.

  1. Open the job and go to Proposal & Items.
  2. Add each billable line with a description, quantity, and unit price.
  3. Save. See Run a Pump/Service Job for the full flow.

Parts pulled from stock are tracked on the Inventory tab and stay tied to the job.

Create the Invoice

  1. Confirm the job is Complete and the line items are correct.
  2. Click Create Invoice in the header (or open the Invoices tab and start one).
  3. Review the invoice number, recipients, due date, message, terms, and payment options.
  4. Create the invoice. Use Create Without Sending when the office needs a reviewable record before it reaches the customer.

The full step-by-step, including the review-before-sending boundary, lives in the companion billing guide: Create an Invoice from Completed Work.

After Creating

Created invoices appear in the job's Invoices tab, where you can review, send, take payment, revise, or void them, and open the customer invoice page.

Review the recipient, terms, total, and payment options before sending. Use Create Without Sending first if the office wants to check the customer-facing record.

Troubleshooting

No Create Invoice button?

  • Your role must be office, admin, or accountant.

Invoice total looks wrong?

  • Check the line items on the Proposal & Items tab.
  • Confirm parts and quantities on the Inventory tab.

Invoice didn't reach the customer?

  • Verify the recipient email on the invoice.
  • Resend from the Invoices tab, or open the customer invoice page.

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