After a client has paid for their inspection, Inspector Toolbelt will generate an invoice. To utilize this automated feature, you will need to make sure to enable a few things in Settings. Be sure to turn on Client Agreements and Client Invoices, and fill out your Company Profile information.
Fill out your company’s basic information including name and address. For the logo, the picture you use must be in JPEG format and a perfect square between 300×300 and 400×400 pixels. Also, you will choose the Next Invoice Number and fill in Terms. For example, “Due upon receipt”, or “To be paid after the inspection”. These will show up at the bottom of your invoice.
When an invoice is paid, the word “PAID” will show up on the invoice in red.