Clients → Invoices is where you bill and get paid.
- Raise an invoice — the fastest way is the Invoice this job button right on a job or visit page, which pre-fills the customer and lines. You can also raise from a quote or from scratch.
- Send it — it goes to the customer's billing contacts and they get a branded invoice page.
- If you've connected Stripe, customers pay by card online from that page; GoCardless collects by Direct Debit. Collecting in person? The invoice page shows a QR code the customer scans to pay on the spot.
Money is tracked properly: record part-payments (cash, cheque, bank, card), issue credit notes, and print a running customer statement. The invoice shows the live balance and marks itself paid at zero — and if you turn on the payment thank-you under Settings → Customer notifications, the customer gets a "thanks, all settled" email the moment it's paid, whatever way they paid.
Invoices sync to Xero or QuickBooks if connected. Set your invoice due-days, bank details and notes template in Settings — and each customer can carry their own payment terms that override the company default.
Monthly roll-up billing: for customers who'd rather have one bill, set their billing mode to monthly and SwardOps rolls the month's visits into one itemised invoice on the day you choose.
Tips: switch on tipping (Settings → Payments) and the card-payment page offers a small optional tip — recorded separately so your ledger stays exact.
Not VAT registered? Untick "VAT registered" in Settings → Quotes & branding and every new quote and invoice defaults to 0% with no VAT line shown anywhere.