Creating Invoices from different places

Besides the Invoice Module, you can also create invoices from other parts of the system:

1. From the Customer Page

• Go to the Customer Module and select the customer you want to bill.
• Click on the Invoice tab on the customer’s profile.
• Click +Add New.

2. From Completed Jobs

You can turn completed jobs into invoices—either one at a time or combine several into one.

To create an invoice from a completed job:

• Go to the Scheduling Module.
• Click Actions > Jobs Queue.
• Find the job under the Completed Jobs column.
• Click the three dots next to the job. Select Approve.
• Once it’s in the Approved for Invoice column, click the three dots menu and select Convert to Invoice.

To combine multiple jobs into one invoice:

• Check the boxes for all jobs from the same customer.
• Click Create One Invoice for Multiple Jobs.

Note: The invoice edit page will open right after. You can make any changes if needed.
Each invoice will show a link to the job(s), and any purchase orders attached to those jobs will also appear on the invoice.

3. From the Estimate Module

• Go to the Estimate Module and select the estimate.
• Click the three dots next to the estimate.
• Select Convert to Invoice.

After converting:

• The estimate’s status changes to Invoiced.
• The invoice will now appear in the Invoice Module.
  
  Note: If Convert to Invoice is grayed out, the estimate was already converted.