Joby gives you a few ways to create an invoice: from a job, from a client, or by converting an accepted estimate. This walkthrough shows the most common path — creating an invoice from inside a job.
1. Open the job
From the Jobs page, click the job you want to bill. You can also open it from the customer's profile.
2. Click Invoice
The Invoice button is in the job's action bar at the top. If an estimate was already accepted, you'll see "Convert Estimate to Invoice" as a faster option.
3. Add a line item
Click Add Line to start a new row. You can also click Add from Price Book to pull in a saved service with cost and price already filled in.
4. Enter the item name
Use a name your customer will understand. Avoid internal codes. The name shows on the customer-facing invoice and any payment receipts.
5. Enter the price
This is the price the customer pays for this line. Tax and discounts are calculated separately at the bottom of the invoice.
6. Save & Send
Save & Send emails the invoice to the customer immediately. The email includes a link to the customer portal where they can pay online via Stripe.
7. Open invoice actions
The actions menu lets you resend, download as PDF, copy a payment link, or mark as paid manually if the customer paid by check or cash.
8. View customer portal
This is what your customer sees. They can view the invoice, pay by card (or ACH if you've enabled ACH in your Stripe Connect account), and download a receipt — all without creating an account.
9. All done
Once the customer pays, the invoice is marked Paid automatically. Payments flow to your connected Stripe account and show up in your reports.
