The invoice is the final step in every job. MoveRight generates invoices from the completed job record, automatically applies deposits, and sends a payment-ready document to the customer.
When to Create the Invoice
Create the invoice as soon as the move is complete — ideally while your crew is still on-site. Customers are most likely to pay quickly when the move is fresh and they’re satisfied.
Steps
1. Open the Job Record
From your dispatch calendar or opportunities list, open the completed job.
2. Click “Create Invoice”
In the job sidebar, click Create Invoice. MoveRight pre-fills the invoice with:
- All line items from the signed estimate
- Any additional charges your crew noted on the job (extra time, additional items)
- The deposit amount applied as a credit
3. Review and Adjust
Compare the invoice to the actual job:
- More time than estimated? Add the overage as an additional labor line item
- Additional items added on-site? Add them
- Job completed faster? You can reduce the time — this builds customer trust
- Any charges to waive? Mark them as waived with a note
Important: Any changes from the signed estimate should be documented in the job notes. If you’re adding a significant charge, call the customer before sending the invoice — don’t surprise them with costs they weren’t expecting.
4. Apply the Deposit
The recorded deposit appears automatically in the Credits section. Confirm the amount is correct.
Final balance due = Invoice total − Deposit paid
5. Send the Invoice
Click Send Invoice. MoveRight sends the customer:
- An SMS with a link to their invoice and payment button
- An email with the full invoice details
The customer can pay directly from the link using a credit card, or you can mark payment as received if they pay cash or e-transfer.
6. Customer Signs and Pays
From the invoice link, the customer:
- Reviews the final charges
- Signs with their e-signature
- Pays using the integrated payment button
After payment, they receive a receipt via SMS and email.
7. Mark as Paid
If the customer pays by cash, check, or e-transfer outside the platform, mark the invoice as paid manually in MoveRight. This updates your revenue reporting.
Invoice Status Tracking
| Status | Meaning |
|---|---|
| Draft | Not yet sent |
| Sent | Customer has received the invoice link |
| Viewed | Customer opened the invoice |
| Partial | Deposit applied, balance outstanding |
| Paid | Full payment received |
| Overdue | Past due date, balance outstanding |
MoveRight sends automatic payment reminders at 3 days and 7 days overdue if the invoice remains unpaid.
Video Tutorial
Watch the full walkthrough on the MoveRight Training Hub.