How invoices are generated

Servicio generates invoices automatically the moment a visit is marked complete. You do not create invoices manually in normal operation — the visit creates them.

When an invoice is created

• On visit.completed transition.
• The invoice inherits the ClientService's price as the base line item.
• Any visit-level line-item adjustments (extra chemicals, extra labor, materials) are added as additional lines.
• Total is computed in cents.
• Status starts at sent (not draft) — it is assumed complete and issued in the same motion.

Invoice numbering

Format: INV-{tenant_id}-{YYYY}-{NNNNN}. Year-scoped, zero-padded, tenant-unique. Example: INV-14-2026-00142.

What goes on the invoice

• Your business info (from Settings → Branding).
• The client's name and address.
• Invoice number, issue date, due date.
• Line items from the visit.
• Subtotal + any tax line + total.
• A pay link (if Stripe Connect is configured).
• Your logo and brand color.

Invoice lifecycle

• sent — issued, emailed, not yet viewed
• viewed — client has opened the pay link
• partial — partial payment received
• paid — fully paid
• overdue — past due date, unpaid
• written_off — owner gave up on collection
• void — cancelled (never collected, not a write-off)

Adjusting an invoice after the fact

Open the invoice. The owner can add/edit/remove line items until it is paid. Once paid, the invoice is locked. To adjust a paid invoice, issue a credit note (coming Q3 2026) or process a refund.