Create an Invoice from Charges - Desktop

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 

Preview Invoice

Select an Export from the options, Print or select to Send

Send Invoice

Step one: Select a recipient 

After selecting Send, select a recipient from the list or Add Recipient and select a recipient from your Contacts

Step two: Edit the Email Message and Send

Your invoice now shows as being Created and Sent