Invoices in WorkBook can be created in a number of ways, one method is to copy the job schedule to the invoice. This is useful if, for instance you don’t want to create the invoice from a price quote due to your retainer structure.
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COPY JOB SCHEDULE TO INVOICE
In the jobs list > select the job
Click the invoice icon
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The schedule will then be copied into the invoice, go to the lines tab to review the invoice
From here you can add more line items as necessary, i.e. purchases, discounts or adjustments
Refer to Step-by-Step > Create an Invoice for instructions on how to complete your invoice
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