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How to Send Service Invoices and Estimates

Written by the SellarPro team · Published 10 October 2026 · 2 min read

Short answer

Open Services → Invoices and click New Invoice. Choose the customer, add a line for each service, set the due date and click Save Invoice. On the invoice, Send sends it by email, SMS or WhatsApp, Copy Link gives a link the customer can open, and Download pdf saves it. Estimates work the same way.

Raise an invoice

  1. Open Services → Invoices and click New Invoice.
  2. Choose the Customer (or add one with +), the Business Location, the Date and the Due Date.
  3. Under Items & Services, search for each service, or type new work that is not on your list. Choose who Performed by, and set the Quantity and Rate. Click Add line for more, or press Enter on the last line.
  4. Add Notes / Terms, any Discount, and what was Paid now.
  5. Click Save Invoice.
    The New Invoice form for one home delivery service of 30, due in two weeks, with Save Invoice outlined
    One service line, a due date and the terms the customer will see.

Send it and get paid

On the invoice page:

A service invoice marked DUE with Record Payment, Refund, Edit, Download pdf, Copy Link, Send and Delete buttons
The invoice as the customer sees it, with everything you can do to it along the top.

  • Send sends it to the customer by Email or SMS, or Open WhatsApp with it ready to send.
  • Copy Link copies a link to the invoice that you can paste into WhatsApp or SMS. If your business takes online payments, the customer sees a Pay Online button on it.
  • Download pdf saves it to print or attach.
  • Record Payment when the customer pays you directly.

The Invoices list shows what is Paid, Outstanding and Past Due for the period you pick.

Estimates

An estimate is a quote: nothing is owed until it becomes an invoice. Open Services → Estimates, click New Estimate, fill it in like an invoice and click Save Estimate. On the estimate, Send it, then track the customer's answer with Mark Sent, Mark Accepted or Mark Declined. When they agree, Convert to invoice turns it into an invoice.

A draft estimate with Download pdf, Send, Edit, Mark Sent, Mark Accepted and Mark Declined buttons
Mark the estimate as sent, accepted or declined as the customer answers.

Common questions

Why can I not delete an invoice?
Once something has been paid against it, it cannot be deleted. Issue a refund (credit note) instead.
Where do the phone, email and address on the invoice come from?
From the branch, under Settings → Business Locations. Fill those in and every invoice shows them.

Related articles

How to Take Service Payments and Issue Refunds

On a service invoice, click Record Payment, enter the Amount, Payment Method and date, and save. To refund, click Refund, enter the Refund Qty for each line and click Issue Credit Note; then record the payout to the customer separately.

Services · Updated 11 Oct 2026 · 1 min read

How to Set Up Repeat Service Invoices

On a new service invoice, tick Raise this invoice again automatically under Repeat Invoice, choose how often in Repeat every, the day of the month and the Number of repeats, and save. Manage them under Services → Repeat Invoices. The Subscriptions module must be switched on.

Services · Updated 11 Oct 2026 · 1 min read

How to Read Service Revenue and Set Up Your Invoice

Services → Revenue shows revenue, the cost to deliver, gross profit, jobs and average job value for the period, by service, by staff member and by branch. Services → Invoice Setup chooses the invoice layout, colours and letterhead.

Services · Updated 11 Oct 2026 · 1 min read

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