Where can I start an invoice?

Permissions (39).png

  • 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.

 

 

 

 

Related Articles

Fill out Invoice Details

 

 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.