Invoices
Invoices is an owner/admin tool (it does not appear in a regular technician’s sidebar).
Statuses: Draft, Sent, Paid, Partial, Void.
Create from a completed job
Section titled “Create from a completed job”When a job is Completed and has no invoice yet, the job page offers create invoice. Cool Route builds the document from the linked estimate and/or job totals.
You can also push parts that were logged on the job onto an existing draft invoice so materials match what the truck used.
Send and record payment
Section titled “Send and record payment”From the invoice page you can:
- Review line items and tax
- Print / PDF (TODO: confirm the exact print control label)
- Email the invoice when sending is configured
- Mark sent, partial, paid, or void as money comes in
TODO: document customer-facing pay-by-link only if that is live. Until then, treat Cool Route invoices as shop records plus email/print, not as a public payment portal.
Who bills
Section titled “Who bills”Only the office converts completed work into invoices. Techs should finish notes, photos, and parts so the invoice is complete the first time.
Money and imports
Section titled “Money and imports”Jobs imported from another platform may already carry a total. Cool Route tries to respect that total instead of silently recomputing tax. Review the first imported invoices before sending them to customers.