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:
Group quote sections into a single line item on the invoice - Only groups quote sections into single line items on the invoice.
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).