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Create, send and manage invoices

You create and manage invoices under Invoices in the dashboard. An invoice lists the work, applies discounts and tax, and can be sent to your customer with a payment link.

Create an invoice

  1. In the dashboard, open Invoices.

  2. Choose the option to create an invoice.

  3. Enter the client's name, email, phone and company.

  4. Add line items. Each has a description, quantity and price.

  5. Add a discount if needed, as an amount or a percent.

  6. Choose the tax type: all, sales, services, exempt or none.

  7. Set the due information.

  8. Save. The invoice is a Draft until you send it.

Relay Tow shows the subtotal and total as you go.

Send an invoice

With Square connected, send the invoice with a Square payment link. Your customer gets one email that includes the link. See "Send an invoice with a Square payment link". With RoadSync connected, you create RoadSync payment links instead. See "Connect RoadSync for payments".

Invoice statuses

  • Draft: not sent yet.

  • Sent: sent to the customer.

  • Paid: the invoice has been paid.

  • Archived

Mark an invoice paid by cash

Mark the invoice as cash, then mark it Paid by hand.

Good to know

  • Drivers can create a quick invoice from a dispatch in the driver app. One invoice per dispatch.

  • Account rates can fill in prices. See "Set up accounts and customer rates".

  • If you use QuickBooks, completed payments are recorded there.

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