Invoicing

Generating an invoice

Invoices are generated from completed service tickets.

1. Go to Billing in the left navigation
2. Click Generate Invoice
3. Search for and select a completed ticket
4. Set the tax rate and currency if needed
5. Set an optional due date
6. Click Generate

RoundTrip automatically creates line items from any parts recorded on the ticket.

Invoice lifecycle

Draft → Open → Sent → Paid

↓

Overdue (auto-set after due date)

Status	Meaning
Draft	Created, not yet finalized — line items can still be edited
Open	Finalized and ready to send
Sent	Delivered to the client via email or SMS
Paid	Payment recorded
Overdue	Past due date and unpaid

Sending an invoice

1. Open the invoice
2. Click Send Invoice
3. Choose Email or SMS
4. Enter the recipient address
5. Click Send

The client receives the invoice with a secure payment link.

Recording a payment

When a client pays:

1. Open the invoice
2. Click Record Payment
3. Confirm — the invoice status changes to Paid

PDF download

Every invoice can be downloaded as a PDF from the invoice detail page.