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Version: Legacy

Client invoicing

Invoices can be easily generated, shared, and marked as paid within Eneris.

Generating invoices​

  1. Navigate into the desired inspection.
  2. In the General page scroll down to the Client Invoicing section.
  3. Select + Create Invoice.
Create invoice button
  1. Select the relevant line items.
    • Select Add Custom Line Item if a new line item needs to be created. After filling in the info, select the blue + button to finalize adding the custom line item.
      • This new line item will be saved as a selectable option for future inspections.
Adding items to the invoice
  1. Select Save.
  2. The selections will now reflect in the Client Invoicing section.
    • If you have connected your Stripe account to Eneris to accept online payments you may use the Collect Now and/or the Email Online Invoice options at the bottom.
    • If you have not connected your Stripe account to Eneris, continue with the steps below.
Selections reflected in the Client Invoicing section
  1. Select Generate PDF .
  2. Select View Invoice to review the PDF invoice that was generated.
Select the View Invoice button Invoice has been generated as a PDF

Sharing invoices​

After an invoice has been created, select Email Invoice to send the invoice to the client and any additional secondary contact.

Marking invoices as paid​

  1. Select Mark as Settled and choose the appropriate payment method once the invoice has been paid. The Client Invoicing section will automatically update with the selection.
Invoice can be seen marked as paid
  1. Select Generate PDF again to include the payment method and date on the PDF invoice.
Regenerate the PDF to see the paid indicator directly in the invoice