Generate an invoice from a finished job in two clicks — no retyping — then take payment and send it to your customer with ease.
- 1
Drag the finished job to “Complete/Invoice”
When the work is done, open the Job Board and drag the job card into the Complete/Invoice column. AutoSoftWay turns the estimate into an invoice automatically — same client, vehicle, parts, labour, taxes and discount — so nothing is typed twice.
- 2
The job is now complete
The card moves to Complete/Invoice and is marked Complete. The invoice is created and numbered for you.
- 3
Open the invoice
The job moves to Complete/Invoice and shows an invoice icon. Click it to open the invoice. All invoices are also listed under Invoices, where you can filter by Open, Paid or Partial.
- 4
Check the invoice details
The invoice already carries the client and vehicle from the estimate. In Invoice Details you can change the Invoice Date and Due Date, add a discount or coupon, or take an Upfront Payment into account. The invoice number is assigned automatically.
- 5
Review parts and labour
Every part and labour line from the estimate is on the invoice. Add anything that came up during the job the same way you did on the estimate; totals and taxes update instantly.
- 6
Take payment
Click Pay to record a payment — cash, cheque, card or an online payment link — in full or in part. The invoice status changes to Paid or Partial automatically.
- 7
Email the invoice to your customer
Go to Invoices, click the ⋮ menu on the invoice and choose Email Invoice — the customer gets a PDF copy and a link to pay online. From the same menu you can View it, or Send for e-signature. Use View to download the PDF or print it for the counter.
Screenshots taken from AutoSoftWay in September 2026 using a demo shop with sample data.