Maintenance request invoices

A request invoice is the amount summary for one maintenance request, as the account and the customer see it. Open it from the request profile. The subscription invoice list under account settings is a different job: plan fees, not field work.

From the request profile

1. Open the request from the list.
2. Open the invoice or download it when download appears.
3. Check the lines and the status the account shows: due, paid, or whatever your screen prints.
4. If price approval appears, handle it on the profile before you ask to complete the request.

Requests with unpaid dues stay open until the required payments are collected. Do not tell the resident the job is finished if the invoice is still due, unless a supervisor directs that.

Note: If the customer gets a pay link in a message or in the app, they follow status on their side. You follow it on the profile. Do not ask the resident for card numbers; the platform collects payment on the payment page when needed.

What not to do here

Do not configure a payment gateway or merchant settlement from this manual. If payment fails, leave the request open and tell the account supervisor. Do not paste card numbers or bank slips into request notes.

The invoices list under account settings shows the account’s subscription invoices. Use it for monthly billing status, not to print a visit invoice.

What to read next

• Maintenance requests — pricing, assignment, and price approval on the request profile.
• Customer app — how the resident pays from their link without sharing card data.
• Account settings — subscription invoices are a different list under settings.