Daylane prepares approved text for you to copy into Free Invoice App. It does not automatically create or send an invoice. Open the hand-off from a completed Job, review the fields, and check the resulting text before copying it into your invoicing workflow.
Check the included fields
An owner or scheduler can prepare the hand-off for a completed Job. The form requires confirmation that the displayed Customer and completed-work details may be copied. The prepared text uses the Job description, or its title when no description is available.
| Included | Condition or source |
|---|---|
| Job reference and completion date | Completed Job record |
| Customer name, email and phone | Contact fields when present |
| Location | Saved address summary when present |
| Job summary | Description or title |
| Work completed | Completed-Visit count and stored completion notes when present |
| Suggested amount and hand-off note | Optional values entered for this hand-off |
Review what stays in Daylane
Internal Job notes, photos, Checklist results and team member details are not copied by this hand-off. The separate Visit notes list is not automatically the same as the stored completion-notes field used in the prepared summary. Inspect the actual output rather than assuming every field note is included.
A suggested amount is a manual input, not a calculated invoice total or accounting result. Review amounts, invoice details and any required treatment in your separate invoicing process.
Complete the manual handover deliberately
After Prepare Invoice Hand-off succeeds, the form displays Approved hand-off fields. Copy details and open Free Invoice App copies that text and opens the invoicing destination. You still need to review and enter the relevant information there.
Record the relationship between the Job reference and the resulting invoice through your normal process. Preparing the hand-off does not establish that an invoice was created, sent or paid.
Sources and scope
An original operational guide from the Daylane team at Blu Mint Digital. Scenarios, durations and message wording are illustrative planning examples, not customer results or industry benchmarks. Product references were checked against the Daylane implementation on 5 September 2026. Adapt the workflow to your service, customer agreements and working conditions.
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