Creating Invoices
How to translate job scopes, Vision AI payloads, and line items into professional, compliant digital invoices.
Proof-OS uses a double-entry ledger, so generating an invoice is an immutable event. You cannot delete an invoice; you can only issue a void or credit memo.
Converting Estimates to Invoices
The most common workflow is generating an invoice directly from a job’s approved scope.
- Navigate to the Finance Console.
- Select the completed job.
- Click Generate Invoice.
- The system will auto-populate all line items from the Vision AI scan, any manual equipment rentals, and labor hours.
You have the opportunity to review the line items before finalizing.
Manual Invoice Creation
While Proof heavily encourages automated generation, you can create manual invoices for standalone services (e.g., a one-off carpet cleaning).
Click + New Invoice in the Finance tab. You can use the search bar to pull standard pricing items directly from your pricing catalog.
Sending & Tracking
Once finalized, click Send via Email/SMS. The customer receives a secure, passwordless magic link to their payment portal.
[!TIP] The Proof Ledger tracks read receipts, so you can see when an adjuster or homeowner opened the invoice — no more “I didn’t get the email.”