HOW TO CREATE AN INVOICE

Creating an invoice

 

When you are in a Lead or Job, click on Invoices and Add Record.

Select the Invoice Type. 

With Deposit Invoice or Partial Invoice selected, a Percentage and a Quote can be selected. 

 

With Full Invoice, the complete quote amount is invoiced and all items in the selected quote can be selected for the invoice, see below.

 

When you select a Full Invoice, an Add Items? popup will appear when a quote is selected.

If you tick the checkbox and click append then it will only bring across items that are shown on the quote printout. For example, if only headings and subtotals are selected in the quote template, then only headings and subtotals will be added to this invoice. If you leave the checkbox unticked, it will bring across all the chargeable items whether they appear in the printout or not. Please click here for examples of Invoice printouts.

 

To add an invoice manually for a Variation or other cost, simply click on add new item and enter the details as shown below.

An invoice for the Job Value can also be raised from the value manually entered into the job.

This functionality is used when the job was not created from a Lead.