Invoice completed Service Fusion jobs and send the invoices

1. Open the Jobs Dashboard, find the jobs in Completed, and open each job to check the charges and notes the tech entered, then save the job.
2. Select Invoice in the upper right corner of the job and choose Invoice Now; Service Fusion places the new invoice number under Current Status.
3. For jobs closed with Close Out & Invoice Later, go to Accounting > Create Invoices, expand the customer, check the jobs, select Create Invoice For Selected Jobs and then Save Invoice.
4. Open the invoice, select Send and choose Email or Text Message, or check several invoices on the invoice dashboard and select Email to send them together.
5. A Completed job that nobody opens stays unbilled with no reminder, and a job where the tech forgot to add a part goes out at the wrong total.

Invoice every job marked Completed yesterday, skip jobs with no charges, and text the invoices to the customers.

1. 01

   Collect what is ready to bill

   Your agent calls list_jobs for the period you name with the status Completed, and again with Job Closed for work closed out for later billing. Jobs already Invoiced or Paid In Full are left out from the start.

2. 02

   Check every job before billing it

   get_job shows the charges. A job that already carries an invoice number is skipped. A job with a zero total or no services is not invoiced; it goes on the list for the office, because the tech either forgot the parts or it was a no charge visit.

3. 03

   Finish jobs you name, not others

   When your prompt says a job is done but it still shows Started or On Site, the agent moves it to Completed with update_job_status first, with your approval. It never completes a job on its own judgment, because Completed also stops the labor clock.

4. 04

   Invoice one job per invoice

   create_invoice bills each job on its own. Job Closed jobs for one customer that your office usually combines, such as a property manager's monthly visits, are listed for Accounting > Create Invoices instead.

5. 05

   Send once, on the right channel

   If your account already emails invoices on creation, the customer has it, so the agent asks you once and then only texts or skips the send. Otherwise send_invoice goes by text to a mobile number or by email, and you approve the batch.

Jobs ready to bill from Oct 11: 8
Invoiced and texted: 5, $2,415.00 total
Invoiced, emailed by your Outbound Email Settings: 1 (#9046, Luis Ortega)
Skipped, no charges on the job: #10479 drain cleaning, tech Alex Rivera
Left for Accounting > Create Invoices: 2 Job Closed jobs for Parkview HOA, usually billed together

• Service Fusion refuses to invoice a job that is not Completed or closed unless Allow Invoicing Prior To Job Completion is turned on in My Office > Company Preferences.
• The Close Out & Invoice Later option, which moves a Service Fusion job to Job Closed, appears only when Allow Invoicing Prior To Job Completion is off.
• Email Customer Invoice After it is Created in Service Fusion reaches only customers whose Invoices box is checked in their contact email settings.
• A Service Fusion job set to Paid In Full by hand loses the option to email or print the invoice in the Field Worker App until its status goes back to Invoiced.

update_job_status, create_invoice and send_invoice ask for your OK by default. To run it daily without you, switch confirmation off for those tools in your dashboard.

Sources: Service Fusion Help: How To Create An Invoice · Service Fusion Help: How To Close A Job Without Invoicing · Service Fusion Help: Outbound Email Settings · Service Fusion Help: Job Status Logic and Customization Overview

curl https://cotlet.dev/api/v1/service-fusion/create_invoice \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"job_id":"1048213"}'

{
  "invoice_id": "90413",
  "number": "9042",
  "job_id": "1048213",
  "job_number": "10482",
  "customer_name": "Jane Doe",
  "total": 129,
  "paid": false,
  "date": "2026-10-15"
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the tool is service-fusion_create_invoice. Example data.

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