The work is already in LoadSnap, so the invoice does not need typing out again. Pick the customer, choose how it is priced, and the figures come across from your pricing rules, the contract you agreed or the quote they accepted.
Where an invoice came from a job or a receipt it keeps that link, and that matters later. When a customer queries a charge, the invoice points back at the load, the photos and the transfer note, and the argument is over in a minute.
How to do it
In the sidebar, under Operations, click Invoices.
Click Create invoice.
Under Invoice details, check the Context. Carrier to producer is you billing a customer for collections. If you run a receiving site, the other way round is you billing a carrier for gate fees.
Pick the Producer you are billing.
Choose the Pricing mode. Auto (pricing rules) prices it from your rate card, Contract rate uses their agreed rate, Import (from quote) brings the figures over from a quote, and Manual lets you type it.
Check the lines, the landfill tax and the VAT.
Set the invoice date and the payment terms: due on receipt, or net 7, 14, 30, 60 or 90. The due date works itself out from those two.
Add any Customer-facing notes, which print on the PDF. Anything you want kept in-house goes in Internal notes.
Click Issue & send to email it, or Issue (hold send) if you want it raised but not sent yet. Save draft leaves it as a draft.
When they pay
Open the invoice and click Record a payment, then put in the amount and the method: bank transfer, cash, cheque, card taken off-platform, or other.
Part payments are fine. LoadSnap keeps the balance due up to date.
If you have Stripe connected, the invoice carries a payment link you can copy or email, and a card payment records itself against the invoice.
Worth knowing
Getting an invoice wrong is not a disaster. Issue a credit note against it and raise a new one, which is what your accountant would want anyway. Supersede does both in one go where the invoice is being replaced rather than cancelled.
The top of the Invoices page shows what is outstanding, what is overdue, what was paid in the last 30 days and your average days to pay, which is the number worth watching.
If you run a receiving site, open an approved receipt and use Raise invoice to carrier. The gate fee is priced from your Gate Fees rules, one line per waste code.
Invoices export to Sage, Xero and QuickBooks as a file built for that package's own importer, with your nominal and tax codes on every line. It is an export you download and import, not a live connection.
Related: Exporting to Sage, Xero & QuickBooks. How Invoices work in LoadSnap. How to create a quote.