How to Create an Invoice from Quote in Tradify Mobile

Who can use this?

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

Topic

Today we will walk through how to go directly from a quote to an invoice in Tradify mobile.

 

Instructions

To get started:

  1. From the 'All Quotes' screen select an approved Quote > Then from the quote tap the '...' in the top right of the screen.

    screenshot_20231116_110515.jpg

  2. From here tap 'Create invoice From Quote'

    screenshot_20231116_110521.jpg

  3. This opens the menu for what type on invoice you want to use > pick one that suits your needs. 

    screenshot_20231116_110536.jpg

  4. Then this will bring up options to group items, etc...

    screenshot_20231116_110554.jpg

  5. Now you have a complete invoice made from your quote just check over it and then save.

    screenshot_20231116_110603.jpg

Additional Information

For more info on invoicing from quotes on web see here: Create an Invoice from a Quote 

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