When to Finalize an Invoice
Finalize an invoice when:
All parts and services for the job are complete
You’ve reviewed and confirmed labor rates, parts, and any discounts
You’re ready to collect payment or send it to the customer
Step 1: Open the Work Order or Sale
Select Services and Go to the Completed tab
Find and click on the work order/service you want to finalize (Invoice numbers are auto generated)
Select that service and click the Invoice tab
Step 2: Review Invoice Details
Double-check that:
All parts are added
Labor hours and rates are correct
Any core charges or fees are applied
Add notes if needed
Step 3: Finalize the Invoice
Click the Finalize button at the top of the page
Confirm any final prompts — this will lock the invoice for editing
The invoice is now ready for payment and can be printed or emailed to the customer
✅ Done! Your invoice is finalized and ready for payment.