Setting up & Configuration
Working with Jobs & Tasks
Scheduling & Planning
Quoting, Ordering, Invoicing and Bills
Managing Your Team
Learning Video Collection
How to create an Invoice from a Quote
Here's how to create an Invoice from an existing Quote!
Step 1. Navigate to Accounts, Quotes and select the Quote
Note: you can do this via the Job 'Quotes' button as well
Step 2. Select the 'More' drop-down menu, then click '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 either 'Full amount' or 'Part amount'
In this example, we will select to invoice the 'Full amount'.
Step 6. Check over the Invoice Details and when happy, hit 'Save'!
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).