Create an Invoice for a Task

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Topic

How to Invoice a task. This can be a great way to track extra costs on your job that may be additionally/add-ons to the original quote, that can have cost and timesheets attached to it.

 

Instructions

  1. Head to the job which you have set up the task for.
  2. Change to the Invoices tab.
  3. Click New Invoice.

    Screenshot 2023-10-05 at 11.48.53 AM.png
  4. Chose the task you wish to Invoice

    Screenshot 2023-10-05 at 11.49.08 AM.png

  5. Click okay, and it will bring the costs and timesheets associated with this task over to the invoice.

    Screenshot 2023-10-05 at 11.49.25 AM.png

 

Additional Information

Heres how to add cost and timesheets:

  1. How To Add Labour To a Task
  2. How To Add costs to Tasks
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