Invoicing ·
How to Create an Invoice With ChatGPT (and What to Check)
How to create an invoice with ChatGPT: a copy-paste prompt, how to get a file, what to check before you send it, and when an invoicing tool fits better.
8 min read
Who it's for / Handyman services
Handymen usually bill by the hour with a minimum visit, such as two hours, or a flat price per task, such as mounting a TV or hanging a door, with materials on top at cost or with a markup and sometimes a trip fee. Landlords, property managers and real estate agents send punch lists before a move-in or a sale and often pay once a month. Tell Clodou what you did and at what price: it writes the invoice, keeps your materials receipts and shows who still owes you.
"Invoice Linda Moss: 2.5 hours at $75, TV mounting flat $120 and materials $46" writes three lines, $353.50. Clodou uses your rates; it never rounds time or picks a price.
Log hardware store receipts as expenses from a photo you confirm, then bill them on the job's invoice at cost or at the price you set. Clodou never adds a markup by itself.
Add each landlord or property manager as a client and invoice each unit's punch list with the address in the lines, per visit or once a month, with their work order number in the note.
Many handymen charge by the hour with a minimum per visit, such as two hours, and others a flat price per task from their own list, such as TV mounting, $120. Give Clodou the hours to bill or the task price: if your minimum applies, give the minimum as the hours, since Clodou never rounds time. A trip fee is its own line at the amount you set.
Materials are usually billed on top, at cost or with a markup you set, often with the receipt kept for the customer. Log each receipt as an expense from a photo you confirm, and give the materials line the price you charge. In some places sales tax applies to materials and not to labor: give a line its own rate, or none, and check with your accountant.
Landlords, property managers and real estate agents often send a punch list per unit and pay once a month: invoice each unit with its address, or one monthly invoice with a line per unit, and put their work order number in the note. Some states require a contractor license above a set job size, so check your state's rules before you quote larger work.
Step 1
Invoice Linda Moss for today: 2.5 hours at $75, TV mounting flat $120 and $46 of materials. She paid on the spot.
Adds Linda Moss as a client and creates invoice INV-0905 with three lines: labor, 2.5 hours at $75, $187.50; TV mounting, flat rate, $120.00; materials, $46.00. No tax is set on this workspace, so the total is $353.50. It marks INV-0905 as sent and shows an approval card to record $353.50 received; once you approve it, the invoice is marked paid.
Step 2
Log $58 from the hardware store for the Oak Street unit.
Records a $58.00 expense, materials for the Oak Street unit, dated today.
Step 3
Invoice Cedar Property Group for 14 Oak Street, unit 2: 4 hours at $75, 2 blinds at $35 and $58 of materials. Work order 3317, due in 30 days.
Finds Cedar Property Group and creates draft invoice INV-0906 with three lines: labor, 14 Oak Street, unit 2, 4 hours at $75, $300.00; blinds, 2 at $35, $70.00; materials, $58.00. Total: $428.00, due in 30 days, with work order 3317 in the note.
Step 4
I sent INV-0906 to Cedar.
Marks INV-0906 as sent. $428.00 stays on the list of what is owed until you record the payment.
Invoice Linda Moss: 2.5 hours at $75, TV mounting flat $120 and materials $46
Invoice Cedar Property Group for 14 Oak Street, unit 2: 4 hours at $75, 2 blinds at $35 and $58 of materials
Log $58 from the hardware store for the Oak Street unit
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