Table of Contents |
Creating a New Invoice
This page will teach you how to create an invoice in Umbrava to send to your clients.
Step 1: Go to your Work Order or Project that you need to create an invoice for. |
Step 2: Click into the Invoices tab. |
All invoices created for the job will be on this page, including invoices converted from proposals.
Step 3: Press the '+' button to add an invoice. |
Step 4: Fill in the required information and hit 'Save'. |
Step 5: Create your line items to add your company costs, and charges for the client. |
Step 6: Upload any closing documents to your invoice for your client. |
Step 7: Verify the information in the invoice. |
Step 8: Click "Save" in the top right corner of the screen. |
Step 9: Click the 'Submit' button then 'Save' to let your client know the invoice is ready. |
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/70092335891/original/BXUgwx9Q7juqbMM83cda1kZZRJx7RrK_WA.png?1714764666)
Cloning an Invoice
Step 1: Go to the Invoice you are looking to edit/clone. |
Step 2: Open the context menu in the top right of the invoice. |
Step 3: Select Clone. |
Step 4: Click the confirmation to be brought to the newly made Invoice. |
Step 5: Make changes as needed. |
For more information, please click here to see full documentation of Client Invoices.
Permissions
Work Order Invoice
View | Gives you visibility of the Client Invoices section of a work order. |
Add New | Allows you to create a new Client Invoice in a work order. |
Change State | Allows you to Submit/Approve/Reject a client invoice. |
Edit Any State | Allows you to edit the status on a submitted/approved/canceled/rejected Invoice Requires the 'Edit Fields' permission. |
Edit Fields | Allows you to edit a work order client invoice in the 'Open' state. |
Export | Allows you to download and send email from the work order client invoice. |
Submit Over DNE (Depends on "Change State" setting) | Allows you to submit a client invoice that has a charge higher than the work order DNE. |
View Audit | Allows you to view the audit on a work order client invoice. |
Edit Line Item Tax | Allows you to edit the Tax section of the Line Items. Requires the 'Edit Fields' permission. |
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