Managing invoices is a key part of completing a job. The Sera Mobile App makes it easy to view, update, and share invoices after quotes are accepted all from your mobile device!
When Does an Invoice Become Available?
- An invoice is automatically created once any quote is accepted for a job
- One invoice will be generated per job and will include all accepted quotes, so you'll only need to send one document to the customer.
Invoice Sections Overview
Invoices in the Sera Mobile App are structured to clearly present job and payment details. Here's what you will see:
Header: includes the customer's name, service address, billing address, quote numbers and job number
Line Items: Displays each item from accepted quotes, including descriptions, pricing, quantities, taxes and discounts (if applicable)
Notes: Any notes entered during in the Job Notes that should appear on the customer's copy
Payments: Shows any payments collected on the invoice
Signature Section: Where the customer can sign to confirm that work has been completed
Obtaining a Work Completed Signature 
- Open the Invoice of the job
- Tap the Work Completed button in the footer
- Ask the customer to sign directly on your device to acknowledge that the work has been completed
- The signature will be saved to the invoice and included on the customer's documentation from Sera
Emailing the Invoice
Once the invoice is ready:
- Tap the Email Invoice button at the top right hand corner of the invoice
- Confirm the customer's email address and enter any new email addresses that should receive this communication
- Send the Invoice instantly
Tip: The invoice will include all relevant details including line items from accepted quotes, work completed signature and payment summary.
Adding Inventory Adjustments 
Need to make adjustments to parts or materials used on the job?
- Open the invoice
- Scroll to find the line items section
- Swipe left on an item and select Inventory to:
- remove the parts listed on the tasks entirely
- adjust the parts listed on the tasks
- add additional parts to the tasks
Tip: You can only add inventory adjustments for items that are currently being tracked as inventory items in your pricebook.
Linking Equipment to Line Items
To associate a quote or line item with specific equipment on site:
- Open the invoice
- Scroll to find the line items section
- Swipe left on an item and select Equipment to link existing equipment to line items within the Invoice.
Tip: If you need to add or replace equipment at this customer's location, navigate to Job Summary and select the Equipment button.