Checklist Help Center Checklist Help Center
  • Miscellaneous
    • Settings Overview
    • Clients: Universal Search
    • Account Info Overview
    • Service Providers: Universal Search
    • Checklist FAQ
    • Glossary
  • For Service Providers
    • Clients
      • View Clients
    • Service Provider Calendar
      • Service Provider Calendar
    • Jobs
      • Accepting or Rejecting Job Requests
      • Creating an Incident Report
      • How Do I reassign Jobs As A Service Provider?
      • Completing Jobs
      • How To View My Jobs?
    • Users
      • Service Provider: User Roles and Permissions
      • How to Delete a User from my Service Provider account?
      • How Do I add A User To My Service Provider Account?
    • Invoices
      • How To Send An Invoice To A Client?
      • How to Create An Invoice?
    • Payments
      • Add Payment Gateway
    • Service Provider: Dashboard
  • For Property Managers
    • Users
      • Client: User Roles and Permissions
      • How do I Delete a User from my Account?
      • How Do I add A User To My Account? (Clients)
    • Invoices
      • How To Add/Remove My Credit Card?
      • How Do I Pay My Service Provider?
    • Creating your Checklist
      • Creating a Checklist
    • Connections
      • Channel Connections
      • Troubleshooting iCal Connections
      • How To Manually Refresh a Channel?
    • Managing Service Providers
      • Deactivating a Service Provider
      • Inviting Service Providers
      • Service Provider Categories
    • Jobs
      • How Do I Create A Manual Job?
      • View Incident Reports
      • Flagging A Job for Follow-up
      • How Do I Re-assign a Job to a Different Service Provider?
      • Changing Your Job Date
      • Marking Incident Reports as Open/Closed
    • Calendar
      • Property Manager Calendar
      • Property Status
    • Assignment Rules
      • Creating Assignment Rules
      • Assignment Strategies
      • Recurring Jobs
    • Properties
      • How Do I Add Property Instructions to Jobs?
      • How Do I Add and Update Properties?
    • Checklist Client Setup Guide
    • Billing Information
    • Client: Dashboard
For Service Providers / Invoices / How To Send An Invoice To A Client? /
Website Login

How To Send An Invoice To A Client?

Once an invoice is created, you would need to send the invoice to the Client for them to pay.

An invoice must be created before it can be sent to a client. If you have not yet done so, please use this guide on how to create an invoice.

Sending an Invoice to your Client

  1. Click Invoices on the left navigation bar.

  2. Click into the invoice you wish to send and click the Send button.

  3. That's it! Your client will not be able to view and pay your invoice.

As always, please contact us with questions any time.  We're happy to help.
How did we do? Thank you! We appreciate your feedback.
Website Login
Copyright © 2025 usechecklist.com. All Rights Reserved.
No documents match your search.
Searching...