5) Get paid (complete job → invoice → payment)

Outcome: Payment is recorded.

The Shortcut billing flow (important)

By default, Shortcut creates and sends the invoice when a job is marked complete. (For customers on scheduled or offline billing, completed work is saved up and billed later — see Billing modes.)

What you’ll do

• Mark the job complete (or have a worker complete it)

• Confirm the invoice appears in Invoices

• Mark it as paid if payment was manual

Steps

1

Complete the job

Complete the job in the worker app or from the admin.

Completing a job is what starts the invoice workflow.

2

Check Invoices

Go to Invoices to confirm the invoice appears.

Completed work appears in Invoices as invoices or pending groups.

3

Only if doing manual payments: Mark as paid

If the customer paid by check/cash/ACH, click Mark paid in the invoice list. If you don't, Shortcut keeps sending them payment reminders.

4

Remind (if unpaid)

If the customer hasn't paid, use Remind to resend the invoice by email/SMS. You can remind any time while it's unpaid, unless a payment is already on its way. You'll see a Payment processing status, or an orange note next to the status. See Invoice statuses explained.

Customers can pay from the invoice link they receive.

Still stuck? Email [e-mail] with the customer name + invoice status + a screenshot of the Invoices list.