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Can I change the line items on an invoice? Yes. Invoices can be edited at any time until they are marked as paid. Once an invoice is marked paid, it is locked. What if my client wants to pay by cash or check? Accept the payment and record it in Clarely manually. Open the invoice and tap Mark as Paid. Enter the payment method and date. This updates the invoice status for your records — no funds are processed through Clarely. How do clients pay? Clients pay you through Venmo, Cash App, Zelle, or any method you configure in your account settings, with tap-to-copy buttons on the invoice page. If you’ve connected your own Stripe account (see Accept card payments), they can also pay by card directly on the invoice. When do I receive the money? For Venmo, Cash App, or Zelle, as soon as the client sends it — Clarely isn’t in that payment flow, so there’s no hold or delay. For card payments through Stripe, funds follow Stripe’s normal payout schedule to your own account, separate from Clarely. Can I send an invoice before completing the job? For field service jobs, invoices are typically generated after the job is marked complete. For professional services quotes (using the “Send invoice immediately” acceptance flow), the invoice is sent automatically when the client signs — no job step required. You can also create a manual invoice at any time from the Invoices section if you need to invoice outside of the standard workflow. What if my client disputes what was included? The signed quote is your record. It shows exactly what the client agreed to, with their name and a timestamp. Open the quote and show them the line items they signed. Every line item, price, and total is permanently frozen at the moment of signing and cannot be changed. Can I add a discount to an invoice? The cleanest way is to add a discount as a line item with a negative amount on the originating quote before sending it. Whatever is on the signed quote carries to the invoice. Can I create an invoice without a quote? Yes. Go to Invoices and tap New Invoice to create one manually. Select a client, add line items, and send.