In the jobs list > select the job
Click the invoice icon
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Click create new button
In the pop up:
A. Select invoice type (invoice on account)
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C. In copy data from select price quote from the current job nothing
Click ok
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| Info |
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In this example we have chosen to create an ‘invoice on account’ and to ‘copy from nothing’ - creating an invoice from scratch. If you wish to create a different type of invoice or create an invoice from any other means, please refer to the specific articles. |
In the following pop up select:
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C. the percentage value you wish to invoice
Click ok
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Go to the print & layout settings button
Select the items you wish to display on your invoice
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To review the invoice:
Go to the reports icon
Select invoice (351)
Click on view report as PDF icon
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Finalise invoice:
Once you have checked and completed your invoice go to the header tab
Click finalise invoice button to assign an invoice number and move the invoice out of draft/under preparation status
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Create PDF and send to client:
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