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Job → Invoice → Payment

Job → Invoice → Payment

The transaction at the heart of Conduit. Complete a job, generate its invoice, send it, get paid. Walked end-to-end on the real job and invoice pages.

Updated Sep 5, 2026 · 4 min read · For Owner

This is the single most important transaction in Conduit: work done becomes an invoice, an invoice becomes cash. Once your customers and pricebook are in (see Adding Customers and Building Your Pricebook), and a job exists, creating one, assigning a technician, clocking time is its own guide: Jobs and Scheduling, this guide picks up once that job is ready to close out, and carries it through to a paid invoice, on the real job detail and invoice pages below.

Lessons in this guide

Start
  1. 1 Mark the job complete
  2. 2 Generate the invoice
  3. 3 Send it
  4. 4 Get paid

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Related guides
Jobs and Scheduling
Create jobs in schedule or log-completed-work mode, manage the job list and pipeline board, and run everything on the job detail page, status, technicians, clock in/out, time entries, photos, and notes.
Job Costs and Materials
Log materials used on a job, track material requirements through procurement, record other job expenses, and read the per-job profit and loss card.
Invoicing and Payments (Deep Dive)
Create invoices, apply deposits, collect partial payments, handle retention, send receipts, and manage refunds, removals, and reminders.
Payments Setup
Connect Stripe, choose which online payment methods customers can use (or check only), choose who covers processing fees, offer an ACH discount, and manage payouts and refunds.
Getting Paid and Payment Fees
Overview of Conduit payment links, ACH vs card fees, and where online payments fit in the job to invoice loop.
Adding Customers
Add customers one at a time, import a spreadsheet, or scan a handwritten list. Customers are the root of every record in Conduit.
Building Your Pricebook
Your pricing catalog. Materials, labor rates, and standard services that feed every bid and invoice.