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Documentation Index

Fetch the complete documentation index at: https://docs.jingjaiops.com/llms.txt

Use this file to discover all available pages before exploring further.

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:
ColumnWhat it shows
NumberINV-YYYY-NNNN
CustomerCustomer name
Issue DateWhen the invoice was sent
Due DateDefault = issue date + payment terms (configurable)
TotalIncluding VAT
PaidAmount received so far
BalanceTotal minus paid
StatusDraft / Sent / Partial / Paid / Overdue
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

StatusMeaning
DraftCreated, not yet issued. No invoice number.
SentIssued, waiting for payment.
PartialPartially paid. Balance still due.
PaidFully paid. A receipt has been issued.
OverduePast due date with balance > 0.
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:
ActionWhat it does
Send to ClientEmail PDF + portal link to pay
Record PaymentMark all or part of the invoice paid
Issue Tax InvoiceGenerate a Thai Tax Invoice (ใบกำกับภาษี)
Generate ReceiptIssue a receipt for any payment received
Apply Credit NoteReduce the invoice total (returns, adjustments)
VoidCancel an invoice in Draft or Sent status (Admin only)

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Next steps

Record a payment

Cash, transfer, PromptPay — how to log payments.

Thai tax invoice

Issue a ใบกำกับภาษี for VAT-registered customers.

Pre-payment

Record a payment before the job starts.

Recurring billing

Set up automatic invoicing for long-term rentals.