Creating Invoices from Job Reports

Overview

When you complete a job with a job report, you can create an invoice directly from that report. BlueClerk automatically prefills the customer, property, line items, and notes - saving you time and ensuring accuracy.

How It Works

From a Job Report

1. Complete a job with a job report
2. Click "Create Invoice" from the job report
3. Review prefilled data:
   • Customer information
   • Property address
   • Line items from the job report
   • Notes from the job
   • Quantities and descriptions
4. Adjust as needed - edit quantities, prices, or tax settings
5. Add items from your catalog if needed
6. Save and send to the customer

What Gets Prefilled

Bill-To Information:

• Customer name, phone, and email
• Property address
• Subdivision (if applicable)
• Contact details

Line Items:

• Items listed in the job report
• Quantities used
• Descriptions of work performed
• Default pricing from your item catalog

Other Details:

• Notes from the job report
• Current date as invoice date
• Default payment terms

Item Catalog Integration

Searchable Items

As you add or edit line items:

• Search your catalog - type to filter active items
• Select an item - name, price, and tax settings prefill
• Adjust quantities - change amounts as needed
• Override prices - modify unit prices if needed

Adding Custom Items

If the work isn't in your catalog:

• Type a custom item name
• Enter the price manually
• Set tax status
• Add a description

Editing Before Sending

Adjust Line Items

• Change quantities - if job report quantities need updating
• Modify prices - adjust for actual work performed
• Toggle tax - mark items taxable or non-taxable
• Add descriptions - provide detail for the customer

Bill-To Changes

• Change customer - if invoicing someone different
• Update contact info - if details have changed

Payment Terms

• Set due date - when payment is expected
• Choose terms - Due on Receipt, Net 15, Net 30, etc.
• Add PO number - if customer provided one

Tips

• Review quantities - Job reports track materials used, but verify before invoicing
• Add markup - Adjust catalog prices if your invoice pricing differs
• Include photos - Job report photos help justify charges
• Itemize clearly - Break down work so customers understand charges

Questions

Q: Can I create an invoice without a job report?
A: Yes. Go to Invoicing > Create Invoice to start from scratch. You can also create invoices from tickets.

Q: What if I need to invoice for multiple jobs?
A: Create the invoice from one job report, then manually add line items from other jobs.

Q: Do job report notes appear on the invoice?
A: Yes, they prefill the notes field. You can edit them before sending.

Q: Can I save an invoice as a draft?
A: Yes. The invoice saves automatically and shows a "Draft" status until you send it.