What happens automatically, always
The moment a job is marked Completed — whether you do it yourself or a team member does it through the team portal — Clarely creates a draft invoice for it, as long as that job is linked to an accepted quote. This happens every single time, whether or not you’ve turned on automatic sending. If a job has no linked quote, there’s nothing for Clarely to invoice automatically — you’ll create that invoice yourself from the job.This is the part that’s easy to get backwards: turning Auto-send off does not stop invoices from being created. It only stops them from being emailed to your client without your review.
What the Auto-send toggle actually controls
Go to Settings → Workflow, under “After the job,” to find Auto-send invoice on job completion. This setting controls only the second step — whether the draft that already exists gets emailed to your client automatically, or whether it waits for you.- Off (default) — the draft sits in your Invoices list marked Draft. You’ll see a prompt right after the job completes, with a link to review it.
- On — the draft is sent to your client automatically. No action needed from you.
When a draft won’t send even with Auto-send on
If the team member who completed the job left field notes, Clarely holds the invoice back from sending by default — even with Auto-send turned on — so you can read what they wrote first. This is a second, separate setting: Hold if team notes are present, right below Auto-send in Settings → Workflow — it only appears once Auto-send is turned on.- On (default) — any field notes on the job pause the auto-send. You get a “review before sending” prompt instead of a silent send.
- Off — the invoice sends automatically regardless of whether field notes were left.