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Invoices in Clarely flow directly from the work you’ve recorded — the line items and pricing from the signed quote carry through automatically.

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From a completed job (field service flow)

1

Complete the job

Open the job and tap Mark Complete. After the 8-second undo window closes, the job is done.
2

A draft invoice is created automatically

The moment a completed job’s undo window closes, Clarely creates a draft invoice for it — this happens every time, regardless of any setting. Whether that draft also gets sent to your client automatically is a separate decision, controlled by Auto-send invoice on job completion in Settings → Workflow, under “After the job”:
  • Auto-send invoice on job completion — when on, the draft is emailed to your client right away, no action needed from you. When off, the draft sits in your Invoices list marked Draft, waiting for you to review and send it.
  • Hold if team notes are present — only appears once auto-send is on. When enabled, if the team member left field notes on the job, Clarely holds the send and gives you a review prompt instead — the safety valve for when the crew flags something before the invoice goes out. See Field notes for how this works.
See Automatic invoicing for the full picture on both settings.
3

Review and send

Open the draft invoice. Confirm the line items and total. Tap Send Invoice when ready.

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From an accepted quote (professional services flow)

If you chose “Send invoice immediately” as the acceptance flow, Clarely handles this automatically. When your client signs the quote, an invoice is generated and emailed to them instantly. You don’t need to take any action. The invoice appears in your Invoices list in Sent status.

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Create a manual invoice

You can create an invoice at any time without a quote.
1

Open Invoices

Tap Invoices, then tap New Invoice.
2

Select a client

Choose from your client list.
3

Add line items

Add services or items with descriptions, quantities, and prices.
4

Set net terms

Choose how many days until payment is due (net terms). The default comes from your invoicing settings.
5

Save or send

Tap Save as Draft or Send Invoice to send immediately.

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What carries over from a signed quote

When an invoice is generated from a job linked to an accepted quote, the following come through automatically:
  • All line items with descriptions, quantities, and pricing
  • Per-item taxable flags — line items marked taxable on the quote carry through to the invoice and are taxed at your account’s rate
  • Client name and email
  • Tax total (calculated from taxable line items only)
You can edit a draft invoice before sending. Once sent, the invoice can still be edited, but the scope of the work should reflect what was in the signed quote.

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Service catalog in manual invoices

When creating a manual invoice, tap the (+) button in the service name field to pull from your saved service catalog. See Service catalog for details. Available on Professional and above.