Sending invoices. Preview invoice page. Difference between 'Mark as invoiced' and 'Send'

When your job is ready to be invoiced, need to click the 'Preview & send invoice' button at the bottom of the 'Job details' page.

Depends on the Contact settings and your account settings (each job is assigned to a particular contact, if you need to check contact settings, you need to click the 'Contacts' item in the main menu - select the desired contact and click on it - move to the 'Contact details' page) you can see a different number of buttons at the bottom of the 'Preview invoice page':

1) 'Send', 'Mark as invoiced';

2) 'Send', 'Mark as invoiced', 'Pay with Till' (The 'Pay with Till' button is available if your account has the Till integration);

3) 'Send', 'Mark as invoiced', 'Pay with Stripe' (The 'Pay with Stripe' button is available if your account has the Stripe integration);

4) 'Mark as invoiced';

5) 'Send job sheet', 'Mark as Batch' (The 'Mark as Batch' is available if your contact is set up as a Batch contact on the 'Contact details' page);

6) 'Mark as Batch' (The 'Mark as Batch' is available if your contact is set up as a Batch contact on the 'Contact details' page;

In this article, we study the differences between 'Send' an invoice and 'Mark as invoiced'

Both buttons the 'Send' and 'Mark as invoiced' are available on the 'Preview invoice page' if your contact has 'Cooms Preferences' as the 'Email' on the 'Contact details' page.

The 'Mark as invoiced' is available on the 'Preview invoice page' if your contact has 'Cooms Preferences' as the 'Do not send' on the 'Contact details' page.

1. Click the 'Send' button on the 'Preview invoice' page

An invoice (the invoice and job sheet it depending on your settings) was sent to the customer. This invoice has the 'Sent'  status on the Invoices page. The job status will be changed to 'Invoiced' (green color on the Calendar view)

2. Click the 'Mark as invoiced' button on the 'Preview invoice' page

If you click the 'Mark as invoiced' button the invoice is generated BUT it won’t be sent to the customer, you can find this invoice on the 'Invoices' page and its status is 'Not sent'

If you have Vend or Xero integration, it doesn’t matter what button you click the 'Send' or 'Mark as invoiced', in both cases your invoice will be exported to Vend or Xero.