Contents
In any job management system the reason tradies get paid late starts early: invoicing is a separate chore with no natural trigger, so it slips to tonight, then to the weekend. The fix is structural. The invoice should be created by the system when the work is agreed, and be ready the moment the work is done. That is how Chippie is built.
The invoice already exists
When a quote is accepted, Chippie creates the job and a draft invoice together. You never sit down to do the invoicing from scratch, because the invoice has existed since the day the client said yes, carrying the agreed amounts.
What happens at each point
| When | The invoice |
|---|---|
| Quote accepted | Created as a draft with the agreed amounts |
| Job in progress | Sits as a draft; edit it for variations as they are agreed |
| Job completed | Becomes ready to send |
| Sent | PDF emailed, secure view link live, tracking starts |
| Paid | Paid date recorded automatically |
Send it before you drive away
Marking the job complete readies the invoice, and you can send it from your phone before you leave site. This is the single best habit for getting paid:
- The work is fresh in the client's mind, so the amount is not a surprise.
- They are expecting it, which is not true three days later.
- Nothing gets forgotten, because there is no pile to come back to.
The client gets a professional PDF by email and a secure link to view it online with no login. From there, payment is tracked through to paid.
Common questions#
Can I edit the invoice before sending?
Can I create an invoice manually?
When does the paid date get recorded?
What if the job is done but I am not ready to invoice?
Stop doing this in a spreadsheet
Chippie does the quoting, the invoicing and the GST maths for you.
Have a play