Creating an Invoice

Click the Create Invoice button (top-right of the Invoices page) to open the Create Invoice dialog. The dialog has two modes: you can pre-link it to a specific job and customer by triggering it from a job detail's Invoice tab, or you can create a standalone invoice from the Invoices page and link everything manually.

The first section has two dropdowns: Customer and Job. Selecting a Job from the Job dropdown triggers an auto-fill — Vremly looks up the job's assigned package and add-ons, pulls their names, descriptions, and prices from your service catalog, and pre-populates them as line items. The customer on the job is also set automatically. If the job doesn't have a package attached, the line items area starts empty and you build it manually.

Line items have four columns: Description (short name), an optional Descriptor (a longer paragraph that appears under the description on the PDF and on the customer's payment page), Quantity, and Unit Price in dollars. Add more items by opening the 'Add item...' dropdown, which groups your active service packages, active add-ons, and a Custom Item option. Remove any line with the trash icon. Every line updates the running subtotal in real time.

The Tax Rate field defaults to blank. When you leave it blank and the invoice is linked to a job, the backend automatically calculates the applicable provincial tax from the job's property address at save time — you'll see it appear on the invoice detail afterward. If you want to override the rate, type a percentage here (e.g., 13 for 13%). The due date defaults to 30 days from today when a job is selected, but you can change it with the date picker.

A Notes field accepts free-form text that is displayed to the customer on both the payment page and the PDF. Click Create Draft Invoice to save. The invoice lands in Draft status — it is not sent to the customer yet. You must explicitly send it (from the invoice detail or the list table) when you are ready to collect payment.