Jobs to Invoice

This article will guide you through invoicing accepted quotations and collecting payments from the office view

There will be times when you need to invoice a job from the office or collect a payment because your tradesmen is no longer on site. Both tasks can be completed through the 'Jobs to Invoice' section from the office.

 

Converting an accepted quote to an invoice

  1. Open your Office View
  2. Click 'Jobs to Invoice'
    jobtoinvoicebutton
  3. Locate the job
  4. Click 'Create Invoice'
    createinvoicebutton
  5. Click 'Ok'
    clickok
  6. The invoice is now in a draft state. Click on the invoice
    clickondraftinvoice
  7. Click 'Confirm'
    clickonconfirm
  8. Invoice is now ready for payment
    invoicenowconfirmedreadyformaypayment

 

Converting an invoice to paid

  1. Open your Office View
  2. Click 'Jobs to Invoice'
    jobtoinvoicebutton
  3. Locate the job
  4. Click 'Create Payment'
    createpayment
  5. Select Payment type (Deposit/Progress or Final)
    depositfinalpaymentbutton 
    1. Enter Payment amount if you're using Deposit/Progress payment
  6. Select Payment Method from the drop down menu
    paymentmethoddropdown
  7. Click Create
    createpaymentbutton
  8. Select Invoice on screen
    clickoninvoice
  9. Click 'Confirm'
    confirmbuttonforpayment
  10. Click 'ok'
    clickokayforpayment
  11. Payment has now been recorded.