CONTENT

Invoices

Overview

Select the INVOICES tab to view the INVOICES LIST. Create invoices using the NEW INVOICES sub-tab. Invoices are most often created from the Job or Quote Record by selecting the Invoice this Job or Invoice this Quote button available when a Job or Quote is Complete.

You can filter the invoice list to locate quickly a specific invoice, to view export history, or link back to a job, quote, or customer and location. The invoice is a statement of the costs associated with completing this job or quote; an account of tasks completed, and items used. The invoicing features are designed to accelerate cash flow while simplifying the invoice process.

Select one of the links below for a How to Document on creating, managing and exporting invoices.