Service invoices are generated per job, not per work order — so you can bill a finished job today and leave the rest of the boat open. Everything settles through the same payment methods as the rest of Dockwa.
Service is in product beta. Everything described here is live and supported. Where a capability isn't built yet, we say so and give you the workaround we use with other yards.
Before you can invoice
A job has to be in Work Complete status before it can go on an invoice. If Generate Invoice is greyed out, nothing is ready yet — mark a job complete first.
Invoices are always generated by hand. Even with AutoPay switched on, Dockwa never raises a service invoice for you.
Generate the invoice
In Billing & Payments on the work order, click Generate Invoice.
Select jobs. Every completed job is ticked by default. Untick anything you want to bill later — you can come back for the rest whenever it's finished.
Billing details. Set the Due date (defaults to today, and can be scheduled forward), choose whether this invoice uses AutoPay, and decide whether to email it now.
Review & send. Check the line items and totals, then click Generate Invoice.
The jobs you included move to Invoiced and the invoice appears in the payments table on the work order. The Invoiced, Refunded, Net and Outstanding figures at the top of the section update as you go.
Heads up: The Email invoice to… checkbox is ticked by default and controls the immediate send only. If a customer says they never got an invoice, this is the first thing to check. Unticking it doesn't silence the invoice forever. It still picks up Dockwa's standard billing emails — an upcoming-invoice notice once there's a balance due within five days, and a past-due notice 10 days after the due date, repeating every 10 days. You can also send it by hand from the invoice at any time.
AutoPay
AutoPay charges the card on file on the invoice's due date — not when the job is completed, and not when the invoice is generated. It can be set in two places:
On the work order — click Manage AutoPay in the AutoPay section. This is the default every new invoice from this work order inherits. If there are already unsettled invoices, you're asked whether to apply the change to future invoices only, or to future and existing unsettled ones.
On a single invoice — set it during generation, or open an existing invoice from the payments table and change it there. This overrides the work order default for that invoice alone.
AutoPay needs a card on file. If the customer doesn't have one, you can add it from the same screen.
Take a payment
Use Settle on the invoice row to collect payment. Service invoices settle exactly like the rest of Dockwa:
Card or ACH on file
Card present, through the same reader hardware you use at the counter
Partial payments, through the standard settle flow
Need to combine invoices? Use Merge on an invoice row to fold it into another invoice on the same work order.
Good to know: Reverse is not a refund. It exists to re-charge an invoice using a different payment method — for example when the card on file declines and the customer wants to pay with another one. Using it to give money back distorts your reporting. Refund at item level instead, below.
Changing a job after you've invoiced it
What you can do depends on whether the invoice has been paid.
Invoice state | What to do |
Not yet paid | Click Reopen on the job. Its line items come off the invoice, you make your edit, mark the job complete again, and generate a fresh invoice. |
Settled | The job is locked. Remove the individual line item you need to credit — Dockwa automatically raises a refund for that item's value. |
Refunds work at item level. To refund a whole job, remove its items one at a time; each removal generates its own refund invoice.
Not available yet
Whole-invoice refunds. Refund item by item, as above.
Combining several item refunds onto one refund invoice. Each removed item produces its own.
Invoice-level discounts. Add a discount SKU as a line item on the job instead.
Tipping on service invoices. Tips are point-of-sale only.
Late fees and card-fee pass-through on service invoices. Not applied to service billing yet.
Online payment of a service invoice by the boater. Boaters receive and view the invoice; you settle it on your side.
Common questions
Can I invoice some jobs on a work order but not others?
Yes — that's the normal way to work. Any job in Work Complete can be invoiced on its own or combined with other completed jobs, while the rest of the work order stays open.
Can I invoice a job before it's finished?
No. The job has to be in Work Complete first. For a deposit up front, take it through your usual deposit process rather than the work order.
How is tax calculated?
Per line item, from each item's own tax setup. There's no tax setting on the work
order, so taxable and non-taxable items can sit on the same job.
Where does the boater see the invoice?
By email, and in the Invoices & Payments section of their Dockwa account — the same place their contract and storage bills appear.
Are there service-specific reports?
No new reports were built for Service; your existing reports work as expected. If you need a specific cut of service revenue during the beta, ask your Dockwa contact — we're producing these by hand while we work out what should be built.