Invoices
An invoice is an itemized bill detailing the work that has been performed and the details and cost of that work.
See Job Documents for information on selecting job details when creating an invoice.
When creating an invoice, a modal dialog will be displayed, presenting a summary of the costs for the invoice--this provides you with a quick review before creating the invoice.
Use the Preview button to preview the invoice pdf. This allows you to review the invoice before creating it.
There are several options available for creating a proposal, including:
- Setting the date of the invoice. By default the date is set to the current date. This allows you to back-date an invoice or set the date of the invoice to a time in the future.
- Changing part of the filename for the pdf that will be created for the invoice.
- Including the job description on the invoice. Setting the description on the job is optional.
- Emailing the invoice immediately after it is created. The email editor will be displayed allowing you to edit the email and its recipients before sending.
There are several system settings that can be used to configure how invoices are created. See System Settings.
Once the invoice is created it will be displayed in the documents section of the job. Clicking on the Action Button (the ellipsis button with three dots) provides a menu of the various options available for the invoice.
