Invoices are how you get paid. Servogo can generate them automatically from completed visits, or you can create them by hand.
The queue
The Invoices view has tabs for Draft, Outstanding, Paid, and Overdue. Use the grouping toggle to group by client or month.
Generating from visits
When a visit is marked complete, Servogo creates a draft invoice (or appends to an open one for that client, depending on your billing preferences in Settings → Invoice Settings). Open the draft, review the line items, and send.
Manual invoices
Invoices → New invoice. Pick the client, add line items by hand, set the due date, and save or send.
Sending
Send emails the client a PDF and a Stripe payment link. The invoice moves to Outstanding. You can resend at any time.
Marking paid
If the client pays via the Stripe link, payment is recorded automatically. For cash or bank transfer, click Mark paid on the invoice and choose the payment method and date.
PDF download
Every invoice has a Download PDF action. Useful for accounting exports or printing.
Editing a sent invoice
Sent invoices are locked from edits to keep the record clean. To change one, void it (creates a credit note) and issue a new invoice.