Not every finished job gets an invoice. For warranty work or a free callback, click No charge beside Create Invoice (or More > Close out as no charge), pick Warranty, No charge, or Other, and add a note if you like. The job keeps its Completed status, shows a Warranty or No charge badge on the job page and the Jobs board, and leaves the dashboard’s Completed, Not Invoiced list. Changed your mind? Bill this job after all puts it back on the list, and creating an invoice for the job clears the badge on its own. A job that already has an invoice can’t be marked no charge. The Jobs Completed chart under Financials > Charts counts warranty and no-charge jobs separately.
- Notice where the auto-generated labor line's rate comes from.
- Generate the invoice from a completed job.
Generate invoice: the one-click Create Invoice action on a completed job, and the labor rate that its auto-generated labor line bills at.
Conduit fills the labor line’s rate from a fallback chain, in order: the job’s own labor rate if one was set, then your company’s default rate, then the assigned technician’s own rate if neither of those is set. Setting a rate at any level higher up always wins, so a per-job rate (set on the job form or on the job page) overrides the company default, which overrides the technician’s personal rate.
Two options in Settings > Job Settings > Invoices from jobs change what the invoice from a job carries; both are off until you turn them on. Copy the completion notes to the invoice puts what the crew wrote when they clocked out (“What did you do?”) at the top of the invoice notes the customer reads, above your default invoice notes. Minimum billed time per job makes a time and materials invoice bill at least that many hours of labor: a 30 minute visit with a 1 hour minimum bills “1.0 hours (1 hour minimum)”. The minimum applies to the job’s first invoice that bills labor; a later invoice for the same job bills only the real time, and time entries, timesheets, payroll and job costing always keep the real time. Jobs priced by an estimate are not affected.