How to create an invoice for a job (copying documents)
Set-up
Tudodesk back-office
What's this for?
Copy a JOB to an Invoice.
What you need to know
Copying documents in Tudodesk is a crucial time-saving process. You are free to copy any document, to a different type of document, for example, a job to an invoice. Or, duplicate a document by copying it to a new one of the same type, for example, a job to a job.
When you copy documents from one to another, we copy all the information across, such as customer, summary, pricing and attachments.
When you copy a document, the copy will receive a new auto-generated ID and creation date.
When you copy documents, it creates a parent/child relationship where the copy is the child of the master.
When you copy documents, we store them in the same project folder, making finding related documents easier.
Steps
Locate the job you want to create an invoice for.
Make sure the information in the job is accurate, paying careful attention to any pricing. You can edit the price in the Invoice later, or you may not have any prices in the job. That is fine. You can do this in the next step.
Click Show menu in the top right of the document menu bar.
Select Create (Copy) from the options in the menu.
Select Invoice from the board options list.
The create document screen will open.
You can confirm the basic information of the new document. In addition, you can choose to copy any attachments that belong to the master document. This can be useful if you want to attach a finished photo of the job you have just finished.
Click Create and start editing (this opens the new Invoice for editing).
Or, Click Save draft (this will save the Invoice a draft for editing later).
Editing the Invoice
When you edit the Invoice, it will not affect the information in the linked job. The Invoice is a duplicate copy.
You can edit your pricing summary and attach files.
Sending the Invoice
When you mark the Invoice as Sent, it will trigger an automated email to send the Invoice to your customer.
You can edit the automated email under the automated events area of the Invoice board (see below).
If configured, the automated event will send a PDF copy of the Invoice, and you can customize how that PDF looks using the template editor (see below).
Automated follow-ups
Using the same automated send event. You can trigger timed follow-up messages to remind your customer that payment is due.
Editing the Invoice template
You can edit the layout of your invoice, upload your company logo and add your payment terms, and terms of business.
Stripe payments
You can speed up your payment process by using our Stripe integration and providing an easy, fast online payment process. In addition, you can set up a free Stripe account and connect your new gateway to Tudodesk.
Get paid instantly when you send invoices.
Low card rates.
Automatically mark invoices as paid.
Automatically send payment receipts.
Marking Invoices as Paid
If you are using Stripe payments, we automatically mark invoices as paid when your customer makes online-payment.
In addition, you can take payment manually. Follow the steps below:
Locate the Invoice for payment.
Click on the Paid status in the status bar at the top of the Invoice.
Select the payment type from the drop-down options provided
Add a note if required
Click Accept payment.