You can convert a work order to an invoice or you can create a new invoice from scratch. For more information on estimates, see Estimates. For more information on work orders, see Work Orders.


To email, print, and export the invoices you create, see Email, Print, and Export Invoices.


Importing a Work Order into an Invoice

 

1. From the Jobs tab, select Invoices.

 

A list of invoices will display. To work with an existing invoice, click the Actions menu in the far-right column to access the following actions: Edit, Mark as Paid, and Archive.



2. Click Create Invoice.

 


3. From the Import Work Order drop-down menu, select the work order that you would like to convert to an invoice and click Import.

 

The Invoice page appears.


 

4. In the Short Description section, you can enter a summary that will appear on the invoice.


5. In the Scope of Work section, you can enter a summary that will appear on the invoice.


6. From the Canned Responses drop-down menu, select the canned response that you would like to appear on the invoice and click Insert.

 

7. In the Services section, select the service name and quantity that you would like to apply to the invoice. Click Add to Invoice.


8. In the Materials section, select the material name and quantity that you would like to apply to the invoice. Click Add to Invoice.


You can review the details of the invoice in the Invoice Preview section.


9. Click View to display the invoice.


 

Creating a New Invoice

 

1. From the Jobs tab, select Invoices.

 

2. Click Create Invoice.

 


Job Number will be automatically assigned to the invoice.


3. In the Invoice Number field, enter a number that you would like to assign to the invoice.


4. In the Customer/Prospect field, select Customer or Prospect.


5. From the Customer/Prospect drop-down menu, select the customer or prospect name.


6. In the Job Name field, enter a name for the job.

 

7. From the Contact drop-down menu, select the contact that you would like to associate with the invoice.

 

8. From the Locations drop-down menu, select the location that you would like to associate with the invoice.

  

9. From the Recurring drop-down menu, select Non-Recurring if this is a one-time invoice only.

 

10. In the Dates section, click in the Created On field to access a pop-up calendar. Select a date for the creation of this invoice. The default is today's date.

 

11. Click in the Scheduled Start and End field to access a pop-up calendar. Select start and end dates, then click Apply.

 

12. Click Save and Continue.

 

The Invoice page appears.


 

13. In the Short Description section, you can enter a summary that will appear on the invoice.


14. In the Scope of Work section, you can enter a summary that will appear on the invoice.

 

15. From the Canned Responses drop-down menu, select the canned response that you would like to appear on the invoice and click Insert.


16. In the Services section, select the service name and quantity that you would like to apply to the invoice. Click Add to Invoice.


17. In the Materials section, select the material name and quantity that you would like to apply to the invoice. Click Add to Invoice.


You can review the details of the invoice in the Invoice Preview section.


18. Click View to view this invoice.