An invoice is a document sent to a customer requesting payment for services rendered. It includes the service date, description of work performed, line item pricing, taxes, total amount due, payment terms, and accepted payment methods. Prompt invoicing — ideally on the day of service — is one of the most impactful things a field service business can do to improve cash flow.
After completing a gutter cleaning job, a technician taps 'Generate Invoice' in the app. The customer receives a professional invoice by email with a link to pay by credit card, and the payment arrives in the business bank account the next day.
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