Can I send an invoice to a customer?
Yes, you can create and send an invoice directly to a homeowner through the Rated People app. Please note that this feature is currently only available on the app.
How to send an invoice
To create and send an invoice, follow these steps:
- Open the Rated People app and log in to your account.
- Select ‘More’ at the bottom of your screen.
- Tap ‘Homeowner invoicing’.
- Enter the relevant job and payment details, then send the invoice to the homeowner.
Why sending an invoice is important
Providing a clear invoice and maintaining written communication with the homeowner is an important part of managing your work professionally. An invoice helps ensure that both you and the homeowner have a clear record of the agreed work and payment details.
Sending invoices and keeping communication in writing can also help:
- Clearly outline the cost of the work and payment terms
- Provide documentation of the agreement
- Help avoid misunderstandings
- Provide useful records should any issues arise later
Keeping accurate records and written communication helps protect both you and the homeowner and supports a transparent and professional working relationship.