Create / Edit An Invoice
Updated over a week ago

You can create and send an invoice directly to a client. Your invoice dashboard will show a history of all the invoices you have created with a high level breakdown view of the number:

  • Overdue - the number of invoices overdue 

  • Awaiting - the number of invoices that have been sent and are awaiting payment

  • Paid - the number of invoices that have been paid

  • Drafts - will show all invoices drafted and have been unsent

You can also search by client, location name or invoice number through the search option.

To create an invoice select New Invoice and you will be able to do the following:

  • Select your Client: Choose from your client list, select the specific location site and billing address. Apply Discount Rates & Deposits: Set these with each unique Invoice as you wish. Download as a PDF: A copy of the quote will be downloaded to your computer as a PDF. 

  • Set Dates for: Issue Date, Due Date and Net Payment Days,

  • Select your Products & Services: You can set your standard Products & Services through the Settings area for you to select when creating invoices or alternatively free type any Name & Description of a product/service.

Please Note:

Quotes associated with Completed Jobs can be converted into Invoices. The details in the Quote will be automatically added to the Invoice, though if required, further Invoice edits can be made.

Once you are happy with the details of the Invoice, you can then do the following:

  • Save as a Draft

  • Email to your client and Mark as 'Sent': A copy of the invoice will be sent as a PDF to your chosen client's email address and appear on your dashboard as 'Awaiting Payment'. If an associated Job exists, you can also include a copy of the Job's Workflow Form/s as PDF along with the Invoice.

  • Download as a PDF: A copy of the Invoice will be downloaded to your computer as a PDF

  • Mark each invoice as: Paid, Bad Debt and Void.

  • Edit: Make any amendments, add more line items, etc

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