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Create an Invoice
Create an Invoice

Create an Invoice, print an Invoice and send an Invoice to a Customer

Mike Duggan avatar
Written by Mike Duggan
Updated over a week ago

  1. From the Current Jobs page, select the Job that you want to Invoice for

  2. Click on Quote / Invoice

  3. On the Invoice tab, you will see all of the information used to prepare the Invoice

  4. You will see charges for Parts and Labour

  5. If you wish, you can apply a discount at the line item level, or across the whole invoice when you click on the Add Discount button on the bottom right hand side

  6. If you have added an image to a Task in the job, for example to record that a part has been fitted or to show the condition of the Vehicle, under the attachments section you can select an image which will show a thumbnail image in the invoice, and select "Include big pictures" which will include a full size image.

  7. You can amend the number of days in which payment is due, which defaults to 7 days

  8. Click Preview

  9. Click Save

  10. You can Print, Send and Close the Invoice from here

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