How to use Dispatch's billing functionality on desktop.

1. Billing - Desktop
How to use Dispatch’s Billing
Capabilities on Desktop

2. Adding an Invoice or Estimate
Inside of each job, customer and appointment, you will see a billing section. This allows
you to add an invoice or estimate to that contact, appointment, or job. Any information
added here will be stored on that customer’s record.
To create a new invoice or estimate, choose one of these options:

3. Creating Invoices & Estimates
● Add line items for labor,
materials, adjustments, and
mileage.
● Costs will calculate themselves
based on the values you’ve
entered.
● Remember to press SAVE
between each line item
otherwise your entry will be
lost.

4. Sending an Invoice or Estimate
After you’ve entered your line items, you should save your invoice or estimate.
You can then send the invoice or estimate via email to your customer. When you
choose send by email, you will be prompted for an email address.

5. Converting Estimates to Invoices
You can convert a won estimate into an invoice. After a bill is converted into an invoice,
it will be stored on the contact’s account.

6. Getting Paid Within an invoice, you can add a
payment to keep accurate
records.
Choose add payment to mark
your invoice as paid.
You can choose the payment
type and the amount paid, and
add it to the billing record.
After you’ve entered payment,
the invoice will be marked as
paid.

7. Discounts
If your customer needs a
discount, you can add that to
your invoice or estimate. In the
adjustments section of the line
items screen, you can add a
discount by entering a negative
amount.
The bill will calculate itself
dynamically. You can then re-
send the PDF to your customer.

8. Need Help?
You’ve got options.
Message Dispatch directly in the app
Email support@dispatch.me
Call us at (617)500-4326