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Invoicing

Turn completed jobs into professional invoices with one click. FSM Navigator handles line items, tax, discounts, and delivery — so you get paid faster.

Get started

  • Creating invoices

    Generate invoices from completed jobs or create standalone invoices.

    Create an invoice

  • Invoice workflow

    Understand status transitions from draft to paid.

    View workflow

  • Tax configuration

    Set default tax rates and manage tax settings.

    Tax settings

  • PDF & email

    Download branded PDFs and send invoices via email.

    PDF & email

  • Payments & refunds

    Record payments, handle partial payments, and process refunds.

    Payments & refunds

Availability

Invoicing is available on all plans — Free, Pro, and Enterprise.

Key capabilities

Capability Description
One-click generation Create invoices directly from completed jobs
Professional PDFs Branded invoice PDFs with your company logo (Pro+)
Email delivery Send invoices to customers via email
Payment tracking Record payments and track outstanding balances
Status workflow Track invoices from Draft to Paid