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)
B. Insert correct invoice date
C. In copy data from select price quote from the current job
Click ok
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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
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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:
Go to the reports icon
Select invoice (351)
Click on view report as PDF icon
Download the PDF
Email to the client