Create invoices, accept payments, and get paid faster.

Invoicing & Payments

Create an invoice from a job, send it to the customer by email or text, and accept card payments online through Stripe.

Creating an Invoice

1. From a job, click Create Invoice, or go to Invoices in the sidebar, click New Invoice, and pick the job to invoice. Every invoice belongs to a job
2. The job's parts and labor carry over as line items
3. Add or edit line items:
   • Services: labor, diagnostics, etc.
   • Products/Parts: screen replacements, batteries, etc.
   • Custom Items: anything else
4. Set quantities and prices
5. Add tax if applicable
6. Click Save

Sending an Invoice

Once created, click Email to email the invoice to the customer, or Text to text it (Team and Pro, with Twilio connected). The email shows:

• Your shop name
• Itemized charges
• Total amount due
• A View invoice button that opens a page where the customer can pay by card (if Stripe is connected)

Accepting Online Payments

TechsBox uses Stripe Connect to process payments. When a customer pays from the invoice link:

• They enter their card info on a secure Stripe-hosted page
• Payment is deposited directly into your bank account
• The invoice is automatically marked as paid

Setting Up Stripe

1. Go to Settings → Integrations
2. Click Connect Stripe
3. Follow the Stripe onboarding flow
4. Once connected, customers can pay invoices online

Invoice Statuses

Status	Meaning
Unpaid	Nothing paid yet
Partial	Some of the total has been paid
Paid	Paid in full

There is no void or overdue status.

Viewing Invoices

The Invoices page shows all invoices with:

• Invoice number
• Customer and job
• Status
• Total
• Date created
• Date paid

Click any invoice to see the full detail view, print it, or send it again.

Printing Invoices

Need a paper copy? Open any invoice and click Print. TechsBox formats it for clean printing with your shop details, itemized charges, and payment info.