Printing an Invoice

Print a customer invoice from a jobcard, record payments, and manage VAT

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When the work is done, you can print the jobcard as a customer-facing document with full pricing, VAT, and your garage branding. The formal invoice is a separate document you raise from the jobcard's Invoices tab; once issued, print it from the invoice page with Print / PDF, or pick Invoice Copy in the jobcard's print dialog.

Opening the print dialog

Open the jobcard

Find the jobcard in your list or click it from the kanban board.

Click Print

Click the Print button in the jobcard header. The print dialog opens with a preview of the customer copy.

Opening the print dialog from a jobcard

What's on the customer copy

The customer copy includes:

  • Your garage details — name, address, phone, VAT number, and logo
  • Customer name (the formal invoice also carries their address and contact details)
  • Vehicle — registration, make, model, mileage in/out
  • Jobcard reference and date
  • Jobs — each authorised job with its labour lines, parts, and charges
  • Totals — subtotal, VAT amount, and grand total

Only authorised jobs are charged

Jobs marked as declined, postponed, or recommended still appear on the customer copy for reference — greyed out, labelled, and left out of the totals. The formal invoice omits them entirely.

Customer copy vs workshop copy

The print dialog's Copy type selector switches between layouts:

  • Customer Copy — full pricing, customer name, and VAT breakdown. This is what you hand to the customer
  • Workshop Copy — vehicle and job details only, no customer personal information and no pricing. For the workshop floor
  • Invoice Copy prints an invoice already raised on this jobcard (estimates instead get a single Estimate layout)
Switching between customer and technician print layouts

Recording a payment

Once the customer pays, record it against the invoice so the balance updates.

Open the invoice

From the jobcard's Invoices tab, or from the Invoices page.

Click Record payment

Click Record payment and enter the amount (pre-filled with the balance due), plus an optional reference and note.

Adding a payment against a jobcard

The outstanding balance updates immediately. You can record multiple partial payments if the customer pays in instalments; the invoice shows as part paid until the total is covered.

VAT settings

VAT is calculated automatically based on your garage's VAT rate, set in Workshop Settings → Pricing. You can also:

  • Disable VAT for the garage — turn off the Charge VAT toggle in Pricing settings if you're not VAT-registered; VAT is then never applied
  • Disable VAT per job — toggle VAT off for individual jobs (useful for exempt items)

Your garage's VAT number appears on every customer invoice automatically.

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