Invoices

Invoices are how you get paid. Create an invoice from scratch or convert an accepted estimate, then send it to your client for payment. Jobkore tracks payments, calculates balances, and flags overdue invoices automatically.

#Creating an Invoice

To create a new invoice, click Invoices in the sidebar, then New Invoice. You can also use the quick action button on the Dashboard.

Basic fields

The invoice form shares all the same features as the estimate form — line items, sections, discount, deposit, markup, display settings, tax, notes, terms, and attachments. See the Estimates article for details on these features.

#Invoice Numbering

Invoices use the same PREFIX-NNNN format as estimates. The prefix is set separately in Settings > Business (default: INV) and numbers auto-increment independently from estimates.

Invoices created from change orders include a -CO suffix (e.g., INV-0047-CO) to distinguish them from standard invoices. See Change Orders for details.

#Invoice Statuses

Every invoice has a status that tracks where it is in the payment lifecycle:

#Invoice Detail Page

The invoice detail page shows all information about a single invoice, including client details, line items, totals, payment history, notes, terms, and attachments.

If the invoice was created from a change order, a subtitle is displayed indicating the associated change order number.

Action bar

The action bar provides all available actions for the current invoice:

• Edit — open the invoice in the editor (Draft and Sent only)
• Record Payment — log a payment received from the client
• Send — email the invoice to the client
• Share — get a shareable link
• Download PDF — download the invoice as a PDF
• Duplicate — create a copy as a new draft
• Void — cancel the invoice (Sent and Paid only)
• Delete — permanently delete the invoice (Draft only)

#Recording Payments

To record a payment, click Record Payment on the invoice detail page. Enter the payment details:

When the total payments equal the invoice total, the invoice automatically transitions to Paid status. A payment receipt email is automatically sent to the client confirming the payment.

#Partial Payments

Jobkore supports multiple payments per invoice. If a client pays in installments, record each payment as it comes in. The invoice detail page shows:

• A list of all payments received, with date, amount, method, and reference
• The total paid so far
• The remaining balance due

The invoice stays in Sent (or Overdue) status until the balance reaches zero, at which point it automatically transitions to Paid.

#Deleting Payments

Manual payments (Check, Cash, Other) can be deleted from the payment history on the invoice detail page. If you delete a payment that brought the invoice to Paid status, the invoice reverts to Sent.

Stripe payments (credit card, ACH) cannot be deleted directly. To remove a Stripe payment, you need to process a refund through Stripe first. See the Online Payments article for details on refunds.

#Online Payments

With Stripe Connect, your clients can pay invoices online using credit cards, ACH bank transfer, or digital wallets (Apple Pay and Google Pay on supported devices). Payments are recorded automatically and the invoice status updates in real time. See the Online Payments article for full details on setup and usage.

#Overdue Tracking

Jobkore automatically flags invoices as overdue when their due date has passed and the balance has not been fully paid. Overdue invoices are highlighted with an orange badge and appear in a dedicated Overdue tab on the invoices list page.

Automatic reminders

Jobkore can send automatic reminder emails to clients with overdue invoices. Reminders are spaced with a 3-day cooldown period to avoid sending too many emails. The reminder email includes a link to view and pay the invoice online.

#Voiding an Invoice

You can void an invoice that has been Sent or Paid by clicking Void in the action bar. Before voiding, all payments must be removed from the invoice. Manual payments (Check, Cash, Other) can be deleted directly. Stripe payments must be refunded through Stripe first.

A confirmation dialog warns that voiding cannot be undone. Voided invoices remain in your records for reference but are excluded from revenue calculations.

If you have QuickBooks connected, voiding an invoice in Jobkore will also void it in QuickBooks automatically.

#Converting from Estimates

The fastest way to create an invoice is to convert an accepted estimate. Open the accepted estimate and click Create Invoice. The new invoice inherits all fields from the estimate:

• Line items and sections
• Discount, deposit, and markup
• Tax rate
• Notes and terms
• Attachments
• Display settings

You can edit any of these fields on the invoice before sending it. The invoice is linked back to the original estimate, which is visible on both the estimate and invoice detail pages.

#Duplicating Invoices

Click Duplicate on any invoice to create a new draft copy. This is useful for recurring work — for example, if you invoice the same client monthly for the same services, duplicate last month's invoice and update the details as needed.