In Movermate, creating an invoice and managing deposits is a simple and streamlined process. Here's how to efficiently create and send invoices, and add deposits to the job.
Note: The invoice will be automatically created when the crew closes the job through the job link or the crew app.
Step 1: Access Job Summary
Start by navigating to the Job Summary section from the Jobs module in MoverMate.
Step 2: Go to the Finances Section
In the Job Summary, scroll down to locate the Finances section.
Step 3: Click on "Add Invoice"
In the Finances section, click the "Add Invoice" button to start creating an invoice for the job.
Step 4: Automatic Invoice Population (If Estimate Exists)
If there is an existing estimate for the job, the system will automatically populate the invoice with the estimate details.
You can then adjust the quantity of items and other details.
Step 5: Adjust the Invoice Details
Adjust Quantities: Modify the quantity of items as necessary to match the job requirements.
Add or Remove Line Items: If needed, you can add additional line items or remove unnecessary ones.
Edit Issue and Due Dates: Update the issue date and due date to reflect the correct timing for the job.
Step 6: Add a Deposit (Optional)
Click on "Add Deposit" in the Finances Section of the job.
Select the payment method (e.g., Credit Card, Cash, Bank Transfer).
Enter the deposit amount paid by the customer.
Fill in the transaction date, transaction number (optional), and description (optional).
Click Save to record the deposit and update the job’s financial details.
Step 7: Save the Invoice
Once the details are adjusted, click Save & Close if you just want to save the invoice for later.
Step 8: Send the Invoice to the Customer
If you are ready to send the invoice, click Save & Send to email the invoice directly to the customer.
Step 9: Collect Payment (Optional)
If you wish to collect payment immediately, select "Collect Payment".
The invoice will be saved, and a payment popup will appear, allowing you to process the payment from the customer.