How-To: Create Client Invoices

   Table of Contents                           

• Creating a New Invoice
• Cloning an Invoice
• Permissions

Step 1: Go to your Work Order or Project that you need to create an invoice for.

Step 2: Click into the Invoices tab or click the '+' button and select 'Invoice.

Step 3: Fill in the required information and hit 'Save'.

Step 4: Create your line items to add your company costs, and charges for the client.

Step 5: Upload any closing documents to your invoice for your client.

Step 6: Verify the information in the invoice.

Step 7: Click "Save" in the top right corner of the screen.

Step 8: Click the 'Submit' button then 'Save' to let your client know the invoice is ready.

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.