Prerequisite
A job must be marked completed in Vital before continuing to the invoice stage . 
This guide explains how to convert a completed job into an invoice and select the appropriate payment type for the invoice of your choosing.
Navigate to Vital/Pooltrackr then select Jobs > Jobs to invoice
Your Job must have the Completed status before you can convert it to an invoice
Select and enter the job, then review the details carefully. Scroll to the bottom left of the Invoice section to find the items and their prices.
After reviewing the contents of the completed job, navigate to the Action button in the top right corner and select "Preview & Send Invoice."
The page will refresh and take you to the Job Invoicing preview phase. See the screenshot below for reference:
Decision
At this point, you'll need to determine how to create the invoice according to the payment types. Once you've made your decision, choose the relevant guide to continue.
Option 1 - To process the invoice using the following payment methods : CC on file / Pay Now Link Guide.
Option 2 - To process the invoice using the following payment methods: Pay in store OR Bank Transfer OR Prepayments
Create the invoice first and email a copy to the client by selecting the "Send" button.
Note: Clicking the Send button will include a "Pay Now" button in the email. The customer can choose to pay using this button or select one of the other payment method options provided below once they receive the invoice :
Guide Bank Transfer
Guide Prepayments
Note: if you need to send the invoice BEFORE taking payment, please follow these instructions.
vital-requesting-approval-before-taking-payment-via-cc-on-file