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.