Please note that any changes made to invoices will not be reflected in proposals. To update the proposal with the revised total or added items, you'll need to create a change order. Learn more about that here.
1. In the Jobs Pipeline, Locate the Deal Card Related to the Job, and Then Click on the Invoice Number
2. In the Invoice, Search for the Invoice Items Section. Then, Click on "Add Item"
3. The 'Add Line Item' Menu Will Be Displayed. From There, Select the Product or Service You Would Like to Add to the Current Invoice
Also, you can add a product or service from scratch. Just set up the name and the description for it.
4. Adjust the Price and Other Variables as Needed
5. Click on "Save" to Register the Changes and Add the New Line Item to the Invoice
6. The Invoice Items Section Will Be Updated, and the New Line Item Will Now Be Displayed
The totals and balance of the invoice will be updated as well.
