Create a Quote help article
Step 1: Navigate to Accounts, Quotes and select the Quote
Note: you can do this via the Job as well
Step 2: Select More and Create Invoice from Quote
Step 3: Select to invoice All items or Selected items
In this example we are invoicing All items.
Step 4: Select to Keep individual sections or Combine all items into one section
We are selecting to keep individual sections.
Step 5: Select to invoice for Full amount or Part amount
We will select to invoice Part amount.
Select the amount you would like to invoice by entering the Percent amount or Dollar amount and hit OK.
Step 6: Fill in the Add Invoice form
Edit the title, Invoice date and Due date, Assigned Job or Task, Reference number and any Private Notes (Private Notes can't be seen by the customer).
Step 7: Edit the Invoice, select to Send or Preview before sending
Select to Export from the options, Print or select to Send.
Step 1: Select a Recipient
After selecting Send, select a recipient from the list or Add Recipient and select a recipient from your contacts.
Step 2: Edit the Email Message or select a template and Send
Your invoice now shows as being Created and Sent