In the jobs list > select the job
Click the invoice icon
Click create new button
In the pop up:
A. Select invoice type (invoice on account)
B. Insert correct invoice date
C. In copy data from select nothing
Click ok
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:
A. the price quote you wish to invoice
B. the copy option
C. the percentage value you wish to invoice
Click ok
Go to the print & layout settings button
Select the items you wish to display on your invoice
To review the invoice:
Go to the reports icon
Select invoice (351)
Click on view report as PDF icon
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
Create PDF and send to client:
Go to the reports icon
Select invoice (351)
Click on view report as PDF icon
Download the PDF
Email to the client