Invoicing in Service Opus turns physical field work and material use into accounts receivable. Billing is directly integrated with your technician timesheets and inventory stock. You can generate a final invoice immediately upon job completion, or execute multi-stage progress draws on larger contracts.
Step-by-Step Walkthrough
Open the Job Record
Navigate to the work order detail page at /jobs/edit/{id}. Check the closeout status to ensure technicians have uploaded completion signatures and photos.
Select the Invoices Tab
Navigate to the Invoices tab inside the job workspace. This mounts the billing console, listing all existing invoices, contract balances, and billing workflows.
Click "Create Invoice"
In the closeout panel, if the system alerts that billing actions are pending, click the Create Invoice button. For standard fixed-price or T&M jobs, this loads the invoice creation screen with default lines compiled from materials and labor logs.
Review Line Items & Taxes
Confirm the line items. You can adjust service labor charges, modify material markup, adjust tax settings (material taxes vs. tax-exempt services), or add exclusions. Select the appropriate payment terms (e.g. Net 15, Due on Receipt).
Apply Collected Deposits
If the customer previously paid a deposit for this job, the system will highlight the available deposit balance. Select the deposit and click Apply Deposit to deduct the funds from the invoice total.
Issue and Send
Click Save. You can then trigger the Send Invoice action to email the document or send an SMS containing a secure payment link where customers can pay online via credit card or bank transfer.
Staged & Progress Billing Workflows
For larger commercial contracts or system installations, Service Opus supports staged billing workflows directly in the job's invoice tab:
- Collect Deposit: Generate a deposit invoice for a set percentage (e.g. 30%) before field work begins. Once paid, the balance is held on the job.
- Bill Work in Progress (WIP): Issue progress draw invoices as project phases are completed, with option to specify a Retainage/Holdback percentage (typically 5-10% withheld by the client).
- Release Retainage: At final closeout, generate a retainage release invoice to bill the customer for the accumulated holdback funds.
What's Next?
Once your invoice has been issued, you can review its financial status:
Ready to try this workflow?
Use the walkthrough to evaluate the workflow, then test it in Service Opus with real scheduling, quoting, invoicing, and customer data.