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Converting Estimates to Invoice
Before you can do any conversion, access the Estimates Page by tapping the three horizontal bar Icon on the upper left of the IndusTrack default page. Look for Estimates.
When you get to the Estimate page, tap and hold the estimate if you are using Android, swipe left on the estimate if you are using an iPhone click convert to invoice.
You will notice that the status has changed into Invoiced after tapping into Convert Invoice.
You can also create a new estimate by hitting the (+) plus button on the top right.
There are other actions/options for the estimates. When you get to the Estimate page, tap and hold the estimate if you are using Android, swipe left on the estimate if you are using an iPhone.
Tap More to show more options.
Other option will show once you have tapped More.
Convert to Job – estimate’s information will be copied and will be converted into a new job.
Attach to Job – estimate’s information will be copied will be attached to job history.
Copy – estimate’s information will be copied and you will be prompted to select a customer to where the estimate will be assigned.
Sign – the estimate will open and the signature screen will pop out.
Mail – Send the estimate through email right away.
Delete– will remove the estimate.
Go to Invoices by tapping into the three horizontal bars on the upper left. Look for Invoices.
The estimates that we have converted to invoice is now on the list of invoices. You can also create a new invoice here by hitting on the (+) plus button.
Tap the Invoice to view, you can mark the invoice paid and receive payment on the field by cash, check, or card. Once the invoice is marked paid you will notice it will be marked Paid and will turn blue.
Tap and hold the Invoice if you are using Android, swipe left on the estimate if you are using an iPhone. The new invoice can now be copied to a different customer, sent to email, signed, and can be deleted.
Converting Job to Invoice
You need to access Job through the settings dashboard by clicking the three horizontal bars on the upper left corner of the current page.
Once you get to the Jobs Page, look for a job on the list. Make sure that it has a COMPLETED status, it basically means that the Job has been done. Swipe left to convert the job into an invoice. After tapping Covert To invoice the preview of the invoice will be shown.
You can also create a new job here by hitting on the (+) plus button on the top right.
Filter jobs by Day, Weeks, Month, or customize the filter. If you are using an android phone it will show on the top of the screen.
A preview of the invoice will appear. On this part, you can have the customer SIGN the invoice, by tapping Sign at the bottom of your device.
You can also EDIT the invoice by tapping the pencil icon at the top right of your screen. It will allow you to add more items to the items list, edit description and etc.
The invoice can also be sent through email by tapping the Mail icon next to the edit icon. A copy of the invoice will be sent in PDF format.
The invoice that we have created is now listed on the Invoices list. It can be edited, sent to email, signed, and deleted.
To create a new invoice, tap the + (plus) button at the top right of the screen.