EnglishEspañol
Docs menu

Invoices & payments

Create an invoice

Create an auto repair invoice in RedAppy from a signed estimate or from scratch: customer, vehicle, mileage, labor and parts, fees, tax, and the balance due.

An invoice is what the customer pays. Most invoices are created for you the moment a customer signs an estimate. This guide covers that, plus making one from scratch for a walk-in or a job that never had an estimate.

From a signed estimate

When a customer approves an estimate, RedAppy creates the invoice automatically with the same jobs, parts, fees, and tax. Open Invoices and it is at the top of the list, with the Original Estimate field linking back. Add mileage, adjust anything that changed during the repair, and go on to recording the payment.

From scratch

  1. Open Invoices and click Create New. The list shows every invoice with its total and Payment Status, so you can see at a glance who still owes you.

    The Invoices list in RedAppy with Customer, Vehicle, Total, Payment Status, and Created At columns

  2. Pick the Customer, then the Vehicle. Enter Mileage In from the odometer, and Mileage Out when the car leaves. Invoice Date defaults to today.

    New invoice form with Maria Lopez as the customer, her Honda Accord as the vehicle, Mileage In filled, and the Invoice Date

  3. Choose the Technician, then click Add Hourly Job (or switch Job Type to Flat Rate). Pick the Job Name, enter Labor Hours, and add parts with Add Part, exactly like on an estimate.

    Hourly Job 01 on the invoice with Oil Change as the job name and 0.5 labor hours, next to the Payments column

  4. Scroll to the Invoice Summary. The shop supply and environmental fees come from your settings, and Sales Tax can be adjusted per invoice. Above it you can attach a Multi-Point Inspection, add a Discount, or leave Notes.

    The Invoice Summary with labor, fees, subtotal, an editable sales tax rate, and the invoice total, above the Multi-Point Inspection field

  5. Click Save. The right column now shows Payment Status: Unpaid, the Balance Due, an Add Payment button, and the View Invoice, Send to Customer, and Text Customer buttons.

    A saved invoice with Payment Status Unpaid, Total Paid 0, Balance Due 64.56, an Add Payment button, and View Invoice enabled
Tip:Tick Show labor hours and rate on a job if the customer, or their insurer, needs to see hours and rate instead of one labor line.

What is on an invoice that is not on an estimate

  • Mileage In and Mileage Out, so the service history has the odometer reading.
  • Storage Fees, for vehicles that sit on the lot, using the daily rate from your settings.
  • A Multi-Point Inspection link, so the customer gets the inspection results with their bill.
  • Payments, Total Paid, and Balance Due, which drive the Payment Status.

Frequently asked questions

Yes. Click Create New in Invoices and fill it in directly. The Original Estimate field just stays empty.

Yes. Edit any job, part, fee, or discount and click Save. The estimate itself stays as the customer signed it.

In Shop Setup → Shop Settings → Sales Tax, including whether tax applies to labor, parts, flat-rate jobs, and fees. You can override the rate on a single invoice in its summary.