Start the invoice process by opening your Quote:
- Once the quote has been accepted, click Copy to Invoice.
- Using the drop-down menu, set the Invoice Type to Entire Amount.
- Fill out your Draft Invoice as necessary.
- Select either Approve or Save Draft.
A new pop-up window will appear.
Once you've set the Invoice Type, the following fields will be made visible:
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Group quote sections into a single line item on the invoice - Only groups quote sections into single line items on the invoice.
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Group kits into a single line item on the invoice - Only groups kits into single line items on the invoice.
Tradify will now pre-populate the invoice based on the information supplied on the Quote.
When you reopen the Quote, Tradify will display all linked invoices within the cost breakdown (as shown below).
Please note: Declined options will not be copied to the invoice.
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