Active Invoice
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      3. Active Invoice

      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
        job list view for creating invoice
      3. Click 'Create Invoice'
        click create invoice
      4. You now have a draft invoice ready for you to confirm

      click draft invoice

       

      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 & click 'Invoice this job'
        invoice this job button
      2. You now have a draft invoice ready for you to confirm
        Draft nivoice