Business guide
From job to invoice: a practical on-site invoicing checklist
What to review before invoicing completed work: customer details, time, materials, agreed extras, prior billing and payment options.
Read the guide →Business guides & product help
Invoices & payments
Make the last handover as clear as the first. Review the work before billing, choose a repeat arrangement that fits the agreement and follow up with the facts in front of you.
- Check the work and any previous charges.
- Preview and send the invoice.
- Record payments and review exceptions.
Understand the process
Practical guides
Business guide
Lawn-care invoicing: per visit, monthly billing and extra work
Keep lawn-care visits and invoices aligned with a worked billing example, a skipped-visit check and a month-end review.
Read the guide →Business guide
Recurring jobs versus recurring invoices: keep visits and billing aligned
Understand the difference between repeat service visits and repeat charges, then handle skipped work and changed scope without losing track.
Read the guide →Business guide
Overdue invoice reminders: build a follow-up process that checks the facts
Create a useful invoice follow-up routine with balance checks, a clear reminder message, exceptions and carefully configured automation.
Read the guide →Follow the product steps
In Axiom Blue
These instructions open on our documentation site.
- Converting Jobs to InvoicesInvoicing & Payments
- Creating InvoicesInvoicing & Payments
- Approving & Sending InvoicesInvoicing & Payments
- Recording PaymentsInvoicing & Payments
- Overdue Invoices & Payment RemindersInvoicing & Payments
- Finding Unbilled WorkInvoicing & Payments
- Credit NotesInvoicing & Payments
- Managing BillsInvoicing & Payments
- Bank AccountsInvoicing & Payments