Navigate to Invoices Section
On the left-side panel, click on Invoices.
Click on the Create Invoice button at the top right.
Select or Create a Customer
A side pop-up will appear asking you to select a customer.
You can:
Search for an existing customer by typing their name or email.
Create a new customer if they are not found in the system by clicking "Create Customer."
Select Job for the Invoice
If a customer has existing jobs, they will appear in the list.
Choose a job to link the invoice to it.
If the invoice is not related to a job, click "Create Invoice without Job" to proceed.
Add Line Items to the Invoice
If linked to a job, the line items from the job estimate will automatically be populated.
If creating an invoice without a job, you will need to manually add line items, similar to the Quote Estimation process:
Search for an existing line item from settings or
Create a custom line item by entering:
Item Name
Rate (Cost per unit)
Quantity
Unit Type (Per Hour, Fixed Price, etc.)
Tax (e.g., GST)
Total Amount (auto-calculated based on Rate x Quantity)
Add Invoice Details
Check and update invoice-specific details:
Invoice Number (auto-generated).
Issue Date and Due Date.
Notes or payment terms (e.g., "Payment due within 5 days").
Deposits (if applicable).
Finalizing the Invoice
Once all details are added, you have three options:
Submit & Close
Click Submit & Close to finalize the invoice and return to the invoice list.
Collect Payment
Click Collect Payment to open the payment screen, where you can:
Process the customer's payment.
Record payment details.
3. Save & Send Invoice: Click Save & Send Invoice to
Open the invoice email pop-up.
Select or edit the email template.
Send the invoice to the customer.