If products aren’t showing up in the Invoice Generator, it’s usually due to one of a few simple setup or timing issues. Let’s walk through the most common causes.
1. Was the Product Added and Swiped to Install?
For a product to appear on an invoice:
The product must be added to a work order or pool service
The product must be swiped to “Install” by a tech from the mobile app
If it wasn’t marked as installed, it won’t pull into billing.
2. Does the Invoice Date Range Include the Install Date?
The Invoice Generator only pulls items that fall within the selected Bill From and Bill To dates.
If:
The product was installed on March 5
But your billing range is March 10–March 31
…it won’t appear.
Double-check that your invoice date range includes the actual service date when the item was installed.
3. Are You Including the Correct Service Type When Generating Invoices?
Products are tied to the type of service they were installed under.
If a product was installed as part of a Work Order, but you generate invoices without including Work Orders, the item will not appear.
Conversely, if a product was installed during Pool Service, but you generate invoices without including Pool Service, it won’t appear there either.
The Invoice Generator only pulls items associated with the service types you select.
✅ Quick Checklist
Before generating again, confirm:
✔️ Product was added to the work
✔️ Product was swiped to install
✔️ Invoice generator settings include the billing date range and service type