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Invoices and payments

Invoices and payments close the commercial loop after jobs are completed.

  1. Select billable jobs (and projects if used).
  2. Create an invoice from the supported 7.1 command.
  3. Review totals, taxes, discounts/markups, and client details.
  4. Issue, email, or export the invoice as required.
  5. Record payments and reconcile outstanding balances.