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Learn how to create invoices from jobs, send them to clients, and manage invoice statuses in SmartMoving's Commercial Accounts module.

How to Create and Manage Invoices

Bill a commercial project on a single invoice that aggregates multiple jobs, applies a project purchase order, and uses the project's billing terms for the due date.

Project-Level Invoices

Learn when SmartMoving sends commercial project invoices to QuickBooks Online, what the QuickBooks invoice contains, and how to resync an invoice or fix a sync error.

Syncing Commercial Project Invoices to QuickBooks

Learn how to record payments, apply them to invoices, and process refunds in SmartMoving's Commercial Accounts module.

How to Record and Apply Payments

Michelle Carone

Bill commercial clients and track what they've paid.

Invoicing and Payments

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