Mobile worker invoice checklist

Use this after each job so the invoice is tied to the real booking, client, payment status, mileage, and follow up.

Before you send

Client name, email, phone, service address, and invoice address if different.
Service date, job reference, appointment notes, and any agreed change from the original booking.
Clear line items with quantity, rate, discounts, deposits, and travel or call out charges.
Payment terms, due date, accepted payment methods, and late payment process.
VAT details if VAT applies to your business.

After you send

Mark the appointment as invoiced, paid, part paid, overdue, or waiting for follow up.
Attach receipts or costs that belong to the job.
Record mileage while the route is still fresh.
Schedule the first reminder before the due date is forgotten.
Save the invoice and payment evidence with the client record.