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Create an invoice

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1. An invoice can be created in several ways, but the quickest method is to use the "Jump to Invoice" option. This will create one invoice for the full value of the job.
2. If not already done in the previous stages (e.g. creating a job sheet or the quotation) complete some basic information as shown in the image below.

 

 

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Note:

The "Jump to Invoice" option is only available for the first invoice. If an invoice has already been issued against the job then this option will not be displayed.

Invoices can be generated in the "Invoice" form where you can create multiple invoices for one job if required (e.g. deposit invoice and stage payments)