TIDY Concierge

Concierge

TIDY Concierge

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Creating Invoices

Most invoices in TIDY are generated automatically when a pro completes a job. But sometimes you need to record a bill that isn’t tied to a TIDY job—for example work done by a vendor such as a contractor or supplier. The Create Invoice tool lets you build these invoices yourself.

When to create your own invoice

Use Create Invoice when a vendor or other business did work that wasn’t booked as a TIDY job, or when you need a record of an expense that no pro-generated invoice exists for. For standard cleaning and maintenance jobs, the invoice is created for you when the job is marked complete—no action needed.

Creating an Invoice

  1. Open the Bills page and tap Create Invoice in the page header.
  2. Select the vendor the invoice is for. (Add the vendor first under My Pros → Vendors if they aren’t listed yet.)
  3. Add one or more line items (see below).
  4. Review the total amount.
  5. Optionally choose to email the invoice to the vendor when you save.
  6. Save to record the invoice. It now appears in your Bills list.

Adding Line Items

Each invoice is made up of one or more line items. A line item can be either:

  • A custom item— a description and amount you enter yourself (for example "Quarterly HVAC service — $150").
  • A linked job — an existing job in TIDY, so the invoice references the actual work that was scheduled.

Mix and match as needed. The invoice total is the sum of all line items.

Sending the Invoice by Email

When you save an invoice you can choose to send a copy to the vendor by email. Leave this option off if you only want to keep the invoice as an internal record.

Team vs. Vendor Invoices

Invoices in your Bills list now show their source so you can tell at a glance where each one came from:

  • Team — an invoice generated from a job completed by one of your pros.
  • Vendor — an invoice you created for a vendor using Create Invoice.

This makes it easy to separate pro-generated job invoices from the vendor bills you record yourself when reviewing or reconciling your spending.