How do I create an Invoice?

Create an Invoice by first creating a new job or opening an existing job. If creating a new job then select the customer, enter the job details and job items (products and services).

Click the ‘Action’ button at the bottom of the job page then click ‘New Invoice’.

The Invoice page will open. Confirm all of the details and save. Click the Action button the ‘Invoice PDF’ to generate the Invoice PDF.

The Job Items may be modified at anytime directly on the Invoice page by clicking the ‘Services / Products’ button in the Items section or edit an Item by clicking on it in the list.

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