Creating Invoices from different places

In addition to using the Invoice Module, you can create invoices from several other sections in the system:

1. Creating an Invoice from the Customer Page

1. Go to the Customer Module: Select the customer you need to bill.
2. Use the Invoice Tab: On the customer’s page, navigate to the Invoice tab to create a new invoice.

Creating an Invoice from Completed Jobs

You can convert completed jobs into invoices, either individually or combined.

To do that go to the Scheduling Module, and click on Actions> Jobs Queue. Under the Completed Jobs column mark the selected Job for Approval and from the Approved for Invoice column you can then Convert the Job to Invoice.

Convert the Completed Job to Invoice.

Combine Multiple Jobs into One Invoice – If there are multiple jobs from the same customer, you have the option to create one invoice for those multiple jobs as long as it is from the same customer. To do that, Put check marks on the jobs > click on CREATE ONE INVOICE FOR MULTIPLE JOBS.

The invoice edit page will pop up once you convert the job into an invoice. Edit the invoice if necessary, notice that the job number will be linked to the invoice. If there are purchase orders attached to the job that you converted to an invoice, the purchase order numbers will be linked to the invoice as well.

Creating an Invoice from the Estimate Module

1. Access the Estimate Module: Find and select the estimate you want to convert.
2. Convert to Invoice: Click the three dots beside the estimate and select Convert to Invoice.

After converting, the estimate’s status will update to “Invoiced,” and the new invoice will appear in the Invoice Module.

Note: If the Convert to Invoice option is grayed out, the estimate has already been converted.