Invoicing & Payments

In YardPath, money flows through a job, every residential invoice bills real, completed work, so nothing you did goes unbilled and nothing is invented out of thin air.

Residential Quick Invoice

After you complete a job, tap Create Invoice. The service and price are pre-filled; send it by SMS from your own number in seconds. One invoice can cover several unbilled visits for the same customer, grouped by date, handy for billing a month of mowing at once.

Unbilled completed work is tracked for you: a customer is “owed” the moment a job is done, and YardPath surfaces ready-to-bill work so it doesn’t slip.

Commercial Estimates → Invoices

For commercial clients, build a multi-line estimate, set a tax rate, and send it as a professional PDF via the share sheet. When the client approves, convert the estimate to an invoice, same document, no re-entry.

Recording payments

Record the amount you actually received:

• Short payment leaves the balance owed and marks the invoice Partial.
• Overpayment rolls the extra into the customer’s credit balance.
• Prepayment (pay-ahead credit) auto-applies to the next invoice when you send it.

Billed vs. collected

YardPath always distinguishes what you’ve billed (the invoice total) from what you’ve collected (payments received), so a “sent” invoice is never mistaken for a paid one.

YardPath records payments; it does not process or move money. Voiding an invoice returns any applied credit and reverts its jobs to unbilled, but a void is blocked once real cash has been recorded against it.