Invoices are for completed work.

Invoice

Bill to

Pick a billing company, or choose "+ Add new billing company".

Service location

Work performed

Always written in past tense, since invoices are for completed work.

Charges

Incurred charges already spent, e.g. the assessment visit's trip or diagnostic charge. They count in the total.

Charges

No charges yet: add a line, labor, materials or a trip charge.
Subtotal$0.00
Tax %$0.00
Total$0.00

Notes & terms

Saved as a Word file (.docx). To send a PDF, open it and choose Save as PDF.

Billing companies

Shared by every LLC. Changes apply to new invoices and quotes; ones already made stay as they are.

Saved invoices

Opening one loads it into the form so you can change it. Saving the changes creates a new number; the old one is kept and marked as replaced.

Grammar & AI settings

These apply to every company. Only the work lines are sent, never prices, clients or addresses.
The free public checker works out of the box. If you run LanguageTool on your own computer, use http://localhost:8081/v2/check.
Get a key at console.anthropic.com → API keys (add credit under Billing first). It's kept on the server, in the data folder's config.json, and never shown again in full.

Company settings

Edit invoice_template.docx and quote_template.docx in Word to change this company's designs. Keep the {{placeholders}}.