Invoicing a Completed Job

The following guide will explain how you invoice a completed job.

It's important to note that when you invoice a job within FlatRateNOW, it will invoice all accepted quotations on the job at once.

If you do not want to invoice an accepted quote, you must cancel the tasks on that accepted quotation.

You have 2 methods of invoicing a job, they are:

  1. Through the job list
  2. From an Active accepted quotation

 

Creating a Draft Invoice from the Job List

The following steps are to invoice a job from the job list:

  1. Open your job list
    homescreen
  2. Search for your client
    joblistacceptedquotetoinvoice
  3. Click 'Create Invoice'
    createinvoicebuttonfromjoblist
  4. You now have a draft invoice ready for you to confirm

invoicedraftnowavailableinjoblist

 

Converting an Accepted Quote to Invoice from Quote Screen

The following steps are to invoice a job from an active accepted quotation:

  1. Open the accepted quotation
    invoicethisjobfromquotescreen
  2. Click 'Invoice This Job'
    invoicethisjobbuttonquotescreen
  3. You now have a draft invoice ready for you to confirm
    invoicedraftnowavailableinjoblist