Follow these steps to edit an existing invoice in Movermate:
Navigate to Job Summary:
Go to the Jobs section in your MoverMate dashboard.
Select the job associated with the invoice you want to edit.
Go to the Finances Section:
Scroll down to the Finances section within the Job Summary page.
Click on the Three Dots (•••) and Select Edit Invoice:
Locate the invoice you wish to edit.
Click the three dots (•••) next to the invoice.
From the dropdown menu, select Edit Invoice.
Edit the Invoice Details:
Line Items: You can add, remove, or modify any line items in the invoice.
Quantity/Price: Adjust the quantities or prices of any items as needed.
Dates: Modify the issue date and due date if necessary.
Update the Invoice:
After making the necessary changes, click Save & Close to save the updates.
Send the Edited Invoice (Optional):
If you want to send the updated invoice to the customer, click Save & Send to email the revised invoice.
FAQs
FAQs
How Do I Send an Invoice by Email When Completing a Job?
How Do I Send an Invoice by Email When Completing a Job?
Go to Settings → Payment Settings and turn on Show “Send Invoice by Email” Option. Make sure Invoice is also enabled as a payment method.
When completing a job through the Job Sheet or Crew App:
Select Invoice as the payment method.
Confirm the customer’s email address.
Tick Send invoice to customer by email.
Select Submit.
If the checkbox is left unticked, the invoice will be saved but not emailed.