Creating an Invoice
To raise an invoice for a job or a sales order, scroll down to the 'Linked Documents' pane and click '+ Invoice'. Check over the invoice details and Save the invoice.
Tip: Always raise an invoice through the related Job or Sales order. They will then be linked together.
To import items from the job or sales order into the invoice, click '+ Add from Job/Sale', tick the checkbox for the desired lines and then click 'Add to Invoice'.
Site Address
If you need a different Site/Delivery Address, press '+ Add Site'. If the site you need isn't there yet, you'll need to add a new site first.
Emailing or Downloading the Invoice
When the Invoice is ready to send to your Customer, click the envelope icon in the top corner. Complete the form and press 'Send'.
Alternatively, you can download the invoice as a PDF by pressing the PDF icon.
Marking an invoice as paid
To mark and invoice as paid, check the 'Paid' box and save the invoice. If there is a corresponding job, a payment will also be added to the job.
Quickbooks Integration
Please refer to this help article regarding our integration with Quickbooks.
Xero Integration
Please refer to this help article regarding our integration with Xero.
Cancelling, Reinstating and Deleting Invoices
To cancel an invoice, press the 'Cancel' button. To reinstate a cancelled invoice, press the 'Reinstate' button.
To delete an invoice, it must first be cancelled. It can then be deleted by clicking the trash can icon.
Please note: cancellation and deletion are not currently supported by our Quickbooks or Xero integrations. You will need to also cancel or delete the invoice in your accounting platform.
By default, Invoices will have a prefix of IN. This is customisable in 'Settings' > 'System Configuration' > 'Customisation' > 'Invoice Prefix'.