Invoices

BluePro’s invoice feature lets you create, send, and track professional invoices with optional online payment and automation. Whether you bill once or on a recurring basis, this tool keeps your invoicing organized and efficient.

Creating an Invoice

To create an invoice:

1. Navigate to Invoices in the sidebar
2. Click + New
3. Fill in:
   • Customer and property address
   • Invoice name and number
   • Invoice date and payment terms
   • Optional: associated job or quote
   • Optional: salesperson
   • Optional: a customer message

Select One-Time or Recurring invoice type.

Products & Services

Invoices are built with products and services. Read more about this feature.

Service Sync Warning

If your invoice is in Draft and includes existing services that have been updated in your catalog, you’ll be prompted to refresh those services to reflect the latest pricing or details.

Sending Invoices

Click Send to deliver the invoice:

• As Email: Sends directly to the customer’s inbox
• As Link: Generates a shareable public link

You can also:

• Download PDF
• View as Client to preview the customer-facing invoice

Accepting Payments

If Stripe is enabled (under Settings > Accepting Payments), your customer can pay online. Read more about accepting payments.

Logging Manual Payments

To manually record a payment:

1. Open an invoice
2. Scroll to Payments and click + Payment
3. Enter amount, date/time, payment method, and an optional description
4. Click Add Payment

This is useful for logging cash, checks, or external card payments.

Managing Status

Invoice status is:

• Automatically updated when actions like sending or receiving payments occur
• Manually adjustable from the Status dropdown

Available statuses include:

• Draft
• Sent
• Deposit Paid
• Partially Paid
• Paid
• Overdue
• Cancelled
• Scheduled (for recurring invoices)

Recurring Invoices

Recurring invoices are ideal for scheduled, repeated billing. Setup includes:

• Frequency (weekly, monthly, custom)
• Day and interval
• Start date (required)

Recurring Rules

• The first invoice acts as the parent
• Recurring children are automatically generated and sent on their schedule date
• You can make changes to the parent invoice and choose to apply them to all existing children
• If you update a child invoice directly, changes apply only to that child
• Deleting a child affects only that one child
• You can edit the schedule, but doing so will delete and recreate all child invoices
• Limit: 100 recurring children per invoice

Invoice Comments

Comments added to an invoice are internal-only and not visible to customers. Use this area for team notes, follow-ups, or payment reminders.