This article will take you through the process of creating an invoice from the Job or Task charges.
Step one: Navigate to your jobs list and select the job you want to Invoice.
Step two: Select Charges
Step three: Review your Charges and hit Create invoice
You can also select the items you would like to create an invoice for.
Step four: Select to invoice All items or Selected items
In this example we are invoicing All items.
Step five: Select to Keep individual sections or Combine all items into one section.
We are selecting to keep individual sections.
Step six: Select to invoice Full or Part amount
We will select to invoice Part amount
If you choose to invoice a 'Part Amount', select the amount you would like to invoice by entering the Percent amount or dollar amount and hit OK
Step seven: 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 eight: Edit the Invoice, select to Send or Preview before sending
See Invoice Template Overview
Select an Export from the options, Print or select to Send
Step one: Select a recipient
After selecting Send, select a recipient from the list or Add Recipient and select a recipient from your Contacts