Create an Invoice from Charges - Desktop

Step 1: Navigate to your jobs list and select the job you want to Invoice.

1. Go to Jobs
2. Select All Jobs
3. Select the Job you'd like to invoice for

Step 2: Select Charges 

Step 3: Review your Charges and hit Create invoice

1. Select the Charges that you'd like to invoice for
2. Select Create Invoice

Step 4: Select to invoice All items or Selected items

1. If you want to invoice for Selected Charges, you need to select the charges before clicking on Create Invoice
2. If you want to invoice for all unbilled charges, select All Items

Step 5: Select to Keep individual sections or Combine all items into one section.

1. Keep individual sections will keep the charges separated by date
2. Combine all line items into one section will put all charges into a single section on the invoice

Step 6: Select to invoice Full or Part amount

1. Full amount will invoice for the entire amount of the charges that are selected
2. Part amount will let you choose what percentage of the charges you would like to invoice for. 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 7: Fill in the Add Invoice form

1. 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).

2. Hit Save