Platform Basics
Invoicing: bill and get paid
Create professional invoices, send them by email or WhatsApp, and track payment. Start by go to Invoicing → New Invoice (or Create Invoice from a completed job).
What it does
Create itemised, branded invoices in ZAR, from scratch, from a job, or automatically when a job completes. Send by email or WhatsApp, take online payments, and track every invoice through draft → sent → paid → overdue so nothing slips through.
When to use it
Invoice the moment work completes, every day between "job done" and "invoice sent" is a day added to your debtor days.
Steps
- Go to Invoicing → New Invoice (or Create Invoice from a completed job)
- Add line items from your Products & Services catalogue for instant, consistent pricing
- Send by email or WhatsApp, the customer gets a professional PDF
- Track status on the invoice list; overdue invoices are flagged automatically
- Record payments as they arrive, or let online payments reconcile automatically
About 6 minutes.
What it solves
Eliminates unbilled completed work and the month-end scramble to remember what was done for whom.
Why it matters
Businesses that invoice same-day get paid 5-10 days faster on average, with zero extra chasing.
Last updated 2026-09-05.