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.