Finish the invoice, then print it or text it
The customer signs for the finished work. Then you print the invoice or send them the receipt.
Finish the invoice
- When the work is done, open the work order and click Estimate and invoice.
- Click Finalize with customer.
- The customer checks the work and the total, signs, and taps Sign and finalize.
- The invoice now says Finalized and has its number.
A finalized invoice cannot be changed. Check the lines before the customer signs.
What BAR requires on a smog invoice is in the guide What a smog check invoice must show.
Print it
Click Print at the top of the page. Your computer’s print window opens.
Text or email the receipt
- Record the payment first. See Take a payment.
- Under Payments, click Share receipt.
- Click Text receipt or Email receipt. Your own texting or email app opens with the link filled in. You can also click Copy link.
To tell the customer the car is ready, open Text customer on the work order and choose Text that it’s ready.