Kickserv
Paid RequiredSee pricing & details →
How to in Kickserv
- Click Jobs: From the left-hand menu click Jobs to open the Jobs area where opportunities, jobs and invoices are grouped.
- Open the completed job: In Jobs click the specific Job record for the work you completed (the transcript shows jobs listed such as 'job 7' and clickable job entries).
- Click Start Job / Stop Job to record time: If you tracked time in-session, click Start Job when work begins and click Stop Job when work finishes; these actions create the job's time entries shown under the job's Time entry section.
- Click Mark Completed: After work is finished and time entries exist, click Mark Completed on the job to mark the job status as complete (the UI provides a Mark Completed option).
- Click Generate Invoice: From the completed Job record click Generate Invoice (or select Generate Invoice from the job actions) to create an invoice prefilled with the job details and recorded time entries.
- Click Add a charge: If you need to include parts, fees, or adjustments, click Add a charge (or add charges) on the invoice screen to enter line items before sending.
- Click Collect Signature: On the invoice screen click Collect Signature to capture a client signature (options include sending for signature or collecting in-person).
- Click Send Invoice: Click Send Invoice, enter the email Subject line and message as prompted, then click Send Invoice to email the invoice to the contact on the job.
- Click Mark Paid: When payment is received (via your integrated Stripe account or other payment method), open the invoice and click Mark Paid to record payment and update dashboard revenue.
FAQ for Kickserv
Will the hours tracked via Start Job/Stop Job appear on the invoice?
Yes — the transcript shows Start Job/Stop Job creates time entries and when you Generate Invoice from a job those recorded details are included on the invoice.
What if no time entries were recorded during the job?
Open the job and check the Time entry section; you can either use Start Job/Stop Job for future entries or add/edit entries from the job's Time entry area before generating the invoice.
How do I get paid through Kickserv?
Kickserv does not use an in-house payment processor; integrate a payment provider such as Stripe (via Google sync/integrations) and send the invoice — payments are accepted through that integration and then you click Mark Paid in the invoice.
What if the customer didn’t receive the invoice I sent?
Verify the contact email on the Job record (edit the contact if needed), then reopen the invoice and click Send Invoice again; you can also enable automated invoice reminders in Settings to follow up.
Common mistakes when using Kickserv
Generating the invoice before recording the job's time entries.
Open the Job and confirm Time entry shows the start/stop records; if missing, click Start Job then Stop Job (or add a Time entry) and then click Generate Invoice so hours are included.
Sending the invoice to the wrong email because the contact email is incorrect.
From the Job record click the contact, click Edit contact, correct the email address, save the contact, then reopen the invoice and click Send Invoice.
Marking the job complete but forgetting to add charges or parts to the invoice.
After clicking Generate Invoice, use Add a charge on the invoice screen to include parts or additional fees before clicking Send Invoice.
Assuming customers can pay in Kickserv without configuring payments.
Go to Integrations/Google sync area, configure Stripe (or supported payment integration) first so Send Invoice includes payment links; record receipt by clicking Mark Paid once payment clears.