Create invoice from existing charges

Step 1: Open the job

1. Go to Jobs (left-hand side of the screen)
2. Select the job you want to invoice for
3. Within the job card, select Charges

Note: Here you'll see all charges logged against the job — labour, materials, disbursements, etc.

Step 2: Create the invoice from charges

1. Select Create Invoice

Step 3: Choose what to include

1. Select whether to include all items or selected items from your charges.

2. If you want to only invoice for selected items you must select them before this step

Step 4: Configure the invoice layout and amount

Choose whether to:

• Keep items in individual sections or combine them into one
• Invoice for the full amount or a part amount (e.g. an instalment)

Step 5: Save the invoice

1. Fill in any remaining details and select Save. The tax invoice will display with the full or part amount you selected.

Step 6: Preview the invoice

Select Preview & Send at the top of the invoice to see what the customer will receive.

Note: Use Print Options to customise which information is shown or hidden on the invoice.

Step 7: Send to the customer

Click Send, select your recipient(s), then select Next. Customise the email template if needed, then click Send in the bottom right corner.