website logo
⌘K
Get Started
Compliance Requirements
Best Practices
Manage Your Account
Set Your Services
Set Service Area (Max Drive Time)
Setting Your Rates / Prices
Set a Schedule
Set your payments methods
Cancellation Fees & Booking Protection
Exporting Your TIDY Jobs To A Personal Calendar
Manage Private Clients
Client Job Requests
Adding Existing Clients
Protecting You & Your Clients' Privacy
Job Links & List Links
Your Website
Let Your Clients Book Online
Website Reviews
Get Clients from TIDY
How to Get More Clients
Job Notifications
Scores & Reviews
Certifications
Jobs
To-Do Lists
Job Issues
Standby Jobs
Messages
Proposals
Invoices & Payments
Invoices
Accepting Credit Cards
Payouts
Tips & Reimbursements
Fees for Clients from TIDY
Client Links
Automatic Follow Ups
Teams
Mileage Tracking
Taxes & 1099
Bonuses & Quests
Disputes
Integrations & Lead Sources
FAQs
Concierge Support
Docs powered by archbee 
4min

Invoices

You can "Invoice" a Client, which means send them a request for payment, using TIDY.

<video width="640" height="360" poster="http://d30thx9uw6scot.cloudfront.net/web-images/invoicepaymentsthumbnail.png" controls preload="none">
  <source src="http://d30thx9uw6scot.cloudfront.net/web-images/invoicepayments.mp4" type="video/mp4">
</video>


Sending an Invoice

Anytime you complete a job, you can send an invoice to a customer. Here is what happens when you send them an invoice:

  • If they have an email on file, they get an email of your proposal.
  • The invoice appears in the customer's Client Hub. This link is great if you want to text or share the invoice in any way you like. Learn more about client hub here: Client Hub

Invoices look great and let clients easily pay in the ways of your choosing, including via credit card. Accepting Credit Cards

Example invoice
Example invoice


Viewing & Editing Invoices

Customers can view the invoice from their client hub or email. You can view it inside the client's profile in your TIDY for Pros app. Client on the client's profile, then.

If you need to cancel invoices, you can also do this here.

Updated 31 Jan 2023
Did this page help you?
Yes
No
UP NEXT
Accepting Credit Cards
Docs powered by archbee 
TABLE OF CONTENTS
Sending an Invoice
Viewing & Editing Invoices