Invoicing: Create, Send, and Get Paid

Invoices live under Office › Money › Invoices · /office/money/invoices. Because every job in SkySuite hangs off one record, invoicing pulls from the same place you planned and delivered the work.

Create an invoice

1. In the left menu, click Office › Money › Invoices.
2. Click “Create Invoice”. The “Create Invoice” page opens.
3. Under “Client Info”, pick the “Client” (search your contacts or companies) and check “Client Email” or “Client Phone”. “Due Date” starts 30 days out; “Payment Terms” is optional.
4. Under “Line Items”, click “Add Line” for each item and fill in description, quantity, and unit price.
5. Set “Tax Rate (%)”, and if you need them, “Job # / PO Number” and “Notes”.
6. Click “Save as Draft” — or “Save & Send” to send it right away.

The invoice number fills in automatically if you leave it blank. A draft doesn’t touch your books until you send it.

Send it

1. On Office › Money › Invoices, click the draft invoice.
2. Click “Send”.

To send several at once, tick them in the list and click “Send Selected”. Sending emails the invoice to the client and posts it to your ledger, so your accounts receivable and revenue update the moment it goes out. The invoice’s status moves to sent, and to viewed once the client opens it.

Record the payment

1. On Office › Money › Invoices, click the invoice.
2. Click “Record Payment”. The “Record Payment” box opens.
3. Fill in “Amount”, “Payment Method”, and “Payment Date”, and click “Record Payment”.

It posts to your books and marks the invoice paid — or partial if it’s only part of the balance. Overdue invoices flag themselves, and the invoice page also has “Write Off” and “Void” when you need them.

Common questions

Do I need to build the invoice from scratch for a job? No — invoicing pulls from the same job record you already planned and delivered, so the client and the work are right there.

Why is there just one invoice for a booking and its finished job? SkySuite keeps it to one invoice per job. If a booking created a draft invoice and the job later completes, the finished work is folded into that same invoice automatically — your own added lines are kept — rather than spawning a second one.

Does sending an invoice change my books? Yes. “Send” is the moment it posts to the ledger (receivable + revenue). Recording the payment posts the cash side and closes it out.