Invoices - Slate Systems Help

How it works, in 3 lines

1
You make the invoice in your app. About 2 minutes: pick the customer, pick the service, type the price.
2
The customer gets a text or an email with a link. They open it, see the invoice, and can download it. No app needed on their side.
3
They pay you the way they always do. Cash, check, Zelle, whatever you use today. Then you mark the invoice paid in the app.

Good to know: this add-on does not take card payments. Nothing changes in how you get paid. It only makes the paper part fast and professional.

Send an invoice: step by step

Works the same on the phone app and on the computer.

Open your app. In the menu, tap Payments (Pagos), then Invoices (Facturas).
Tap New Invoice (the + button).
Pick the customer. Not in your contacts yet? Add them first: name and phone (email is optional). Then pick them.
Add an item. Choose one of your services from the list (they are already loaded for you). Then type the price for this job. Most prices change from job to job, so you type the amount each time. A service with a fixed price shows up already filled in.
Optional: write the job address or the details in the title or the notes, and set a due date.
Tap Send. Choose text, email, or both. Done: the customer gets the link.

Tip: one invoice per job. Send it the same day the job ends, while the customer is happy and the work is fresh.

When they pay you: mark it paid

Open the invoice in your app.
Tap Record Payment.
Pick how they paid: cash, check, bank transfer, or other. Add a note if you want.
Save. The invoice now shows Paid, and your list stays clean.

Estimates (quotes)

Same screen, Estimates tab. Send the quote first, the same way you send an invoice. When the customer says yes, open the estimate and turn it into an invoice with one tap. No retyping.

Tips that save you time

Send it the same day the job ends. Fast invoices get paid fast.
Set a due date. The customer sees it on the invoice.
One invoice per job. Easier for you, clearer for them.
For text delivery, the customer's phone must be a mobile number. Email works with any address.
Want a new service on your list, or a fixed price changed? Text us and we add it. You don't touch a thing.

Questions people ask

Does the customer need an app?

No. They get a link by text or email. It opens in their browser, and they can download the invoice as a file.

Can they pay by card from the invoice?

Not with this add-on. You get paid the way you do today (cash, check, Zelle, bank transfer) and then you mark the invoice paid. If you want card payments later, text us and we talk about it.

Can I add a discount or tax?

Yes. Both are options inside the invoice before you send it. If you need tax rates set up for your state, text us and we set them up for you.

I sent it to the wrong number. Now what?

Open the invoice, tap the menu, and choose Void. Then make a new one for the right customer. Stuck? Text us and we fix it with you.

Where does the logo on the invoice come from?

From your business profile in the app: the same name, logo, phone and address your customers already see. Want it changed? Text us.

Does this cost extra?

No. It is included in your plan.