![]() Emailing an invoice removes it from draft status. Send as Email: The invoice is saved and emailed to the client.Texting an invoice removes it from draft status. Send as Text Message: The invoice is saved and sent to the client as a text message.These are things that might save you a step or a few clicks. Save and.: Clicking this button gives you a list of other actions you can do in addition to saving the quote.Save Invoice: This saves the invoice and takes you out of the edit screen, back to the top of the invoice where you can review the invoice details.When you save an invoice for the first time, there are two options: Select Add Deposit to record a new deposit or select a deposit from the client's account balance.Select Add Discount to add a discount to this invoice.Select the checkboxes for the field that you want shown by default.Navigate to the Gear Icon > Setting > Branding.To edit these selections for all future invoices: This is where you can select if quantities, unit costs, line item totals, account balance, or a late stamp (if overdue) are shown on this invoice. Select Change to update the client view for this invoice.Set a service date for those line items.Add line items from your services and products list.Fill in or add in a new custom field for all invoices.Select the Payment net terms to change when the payment is due. ![]() Select the Date to change the date the invoice was issued.Select Change beside the invoice number to change it.For example, you might chose to go directly from a job to an invoice and that's ok! Seeing the quote and request icons greyed out doesn't mean you've made a mistake, it just means that that the workflow didn't include those items. Note: It's possible that your workflow won't include every step. Items that are grey have yet to be created. Items that are colored show that the invoice has progressed through that phase of the workflow. When creating or viewing an invoice, there is a progress bar that appears on to the right of the invoice details to let you know where the invoice fits in the workflow. ![]() The service dates and service address from the job will be transferred over to the invoice. Check them off to include them on the invoice, or uncheck them to not include them.Īfter you click Next Step, you will be taken to the invoice creation screen where you can fill out the details for the invoice. The next page you see will allow you to select what jobs you'd like to invoice for. If the job already shows as "Requires Invoicing", this option will be its own button beside More Actions. ![]() To create an invoice from the job page specifically you can click on More Actions > Generate Invoice To create an invoice from an invoice reminder, select the reminder from your calendar or job page and click Create Invoice ![]() Since invoices are associated with a client's billing address, if an invoice isn't created in relation to a job, the service address won't appear on the invoice. If the client doesn't have any work that is ready to be invoiced yet, you can still create an invoice and fill out the details like service dates and line items. In the invoice header, the service addresses from the jobs and the job numbers will appear. All selected jobs will appear on the same invoice. When making an invoice using this method, if the client has multiple jobs in "Requires Invoicing" status, you will have the option to select which of those jobs to include in this invoice. To create an invoice from Home or a client page, click More Actions > New Invoice. Invoices are a tool to ask your clients for the money they owe for your services. You've done the work, now it's time to invoice and get paid!
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