Create and send an invoice

Preconditions

• A signed proposal on the job
• Your email is verified
• A job with a signed proposal including one accepted upgrade.

Steps

• 1. Create the invoiceDo: On the job page, on the signed proposal card, click "Create invoice".Expect: The invoice editor opens at /invoice/<id>. On an unsigned card the button is absent, and the server refuses with "Cannot create invoice for unsigned report."Actual:
• 2. Invoice DetailsDo: In the "Invoice Details" card set Invoice Date and Payment Due Date; the Invoice ID is prefilled and can be changed.Expect: Fields save as you leave them.Actual:
• 3. Check the linesDo: Read the quote sections (Item Description / Quantity / Price / Include), the Options section with accepted upgrades (with Include and Visible), and Adjustments. Use "Add Item" for extras agreed on site, and untick Include for anything not to bill yet.Expect: Totals: Quote total, Options, Adjustment, Total.Actual:
• 4. Deposit, terms and notesDo: Type the amount already received in "Deposit Paid". Fill "Terms" and "Notes".Expect: "Balance Due" equals Total minus Deposit Paid.Actual:
• 5. Preview and sendDo: Click "Preview Invoice". In "Invoice Preview" click "Send Invoice", confirm the recipient (defaults to the job email) and send.Expect: The homeowner receives the email built from the Invoice template with the PDF. The job is in Invoiced and Activity logs "Invoice created".Actual:

Known pitfalls to probe

Trigger each situation deliberately and check the app behaves, or guides the user, as described.

• Create invoice opened an old invoice instead of a new one.What should happen or be shown: There is one invoice per proposal. Edit the existing one; for a second bill, duplicate the proposal and sign the new one.