BlueSuite’s invoice feature lets you create, send, and track professional invoices with optional online payment and automation. Whether you bill once or bill a customer repeatedly for ongoing service, this tool keeps your invoicing organized and efficient.
To create an invoice:
You can also create an invoice straight from a job. Open the job, click Convert, and select To Invoice. The products and services carry over and the two records stay linked.
Invoices are built with products and services. Read more about this feature.
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.
Click Send to deliver the invoice:
You can also:
If you set a Send On date, the invoice goes out on that date instead. You can also turn on Autopay for a scheduled invoice, which charges the customer’s saved payment method when it is sent. Autopay is an Advanced plan feature and needs Stripe payments set up in your workspace.
If Stripe is enabled (under Settings > Payment Processing), your customer can pay online. Read more about accepting payments.
To manually record a payment:
This is useful for logging cash, checks, or external card payments.
Invoice status is:
Available statuses include:
An invoice moves to Overdue automatically once its due date passes without full payment. This is judged against your workspace’s own time zone, so an invoice is never marked overdue before the due date has actually passed where your business is.
If an invoice is linked to a job, its status feeds back into that job. An overdue invoice shows an Overdue flag on the job, and paying the last outstanding invoice on a job whose work is finished completes the job automatically. See the Jobs guide for details.
Repeat billing in BlueSuite is handled through recurring jobs.
Set the job’s Schedule Type to Recurring, build the appointment schedule, and BlueSuite creates and sends an invoice each time one of those appointments is marked complete. The invoice is built from the products and services on the job, and can charge a saved payment method automatically if you turn on autopay.
Billing this way means you only invoice for visits that actually happened. A cancelled visit simply produces no invoice, so there is nothing to void afterwards.
Full setup instructions are in the Recurring Appointments, Jobs, and Invoices guide. For subscription-style billing that is not tied to individual visits, see Service Plans.
Comments added to an invoice are internal-only and not visible to customers. Use this area for team notes, follow-ups, or payment reminders.