Invoices Overview

An invoice is a request for payment from a customer. JingjaiOps creates invoices automatically from jobs and tracks them all the way to a fully paid receipt.

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How invoices are created

Invoices are generated from jobs, not from scratch:

• At job creation — a draft invoice is created automatically based on the quote total. It stays in Draft until you send it.
• At job close — the draft is finalized with any extensions, damage charges, and adjustments. You issue it to the customer.
• For long jobs — recurring invoices fire on the schedule you set up (weekly, monthly, etc.). Read Recurring Invoices.

You can also create a manual invoice from the Invoices list (use this rarely — manual invoices aren’t linked to a job, so reporting doesn’t roll them up to revenue per rental).

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Invoice number format

Invoices use the format INV-YYYY-NNNN:

• INV — invoice prefix (configurable in Settings → Business Settings)
• YYYY — the year the invoice was finalized
• NNNN — sequential, zero-padded to 4 digits, resets each year

The number is assigned the moment you click Send (or Finalize). Drafts don’t have a number — they show as Draft #JOB-2026-0042 until issued.

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Invoice list

The Invoices list shows every invoice with these columns: Use the status filter at the top of the list to see only one type at a time. You can also filter by customer or date range.

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Statuses

A status change is automatic — you don’t change it manually. Recording a payment moves the invoice to Partial or Paid. The system marks invoices Overdue at midnight on the due date.

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Real-time updates

Invoice status changes are visible in real time across:

• The Invoices list
• The customer’s profile (Outstanding column)
• The customer’s health score
• The dashboard “Outstanding” widget
• The customer’s portal — they see “Paid” the moment you record their payment

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Common actions

From the invoice detail screen:

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Next steps