Where can I start an invoice?

Who can use this?

Platform: Web            Plan: Pro | Plus            Staff Permission: Invoicing & Quoting

 

  • From a Quote or Job:  The easiest way to create an invoice is from a Quote or Job, where you can pull in time and materials that you have already entered. 
  • From the Invoices Screen:  You can create a New Invoice from scratch on the Invoices list screen by clicking the button or choosing the New Invoice option from the dropdown menu.  You will be able to pull in details from a Quote or Job when you Fill out Invoice Details



  •  From the Dashboard:  Select the New Invoice option from the Add button menu on the Dashboard.

 

 

 

 

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Fill out Invoice Details

 

 

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