How to Invoice a job or repair.
What's this for?
How to create an invoice from a job or repair.
What you need to know
Create the Invoice directly from the Job (CopyTo). This creates an Invoice as a sub-document (child) of the Job and displays it in the sub-documents section of the Job for future reference.
Each Invoice is linked back to Job via the parent Link in the job header.
You can create as many Invoices as required to bill a single job.
Steps
Locate the Job ready for invoicing.
Open in view mode.
Click the Show menu button on the right side of the menu bar.
Select Copy To
Select Invoice
Confirm the Invoice title, and if you want to attach any attachments from the Create Invoice screen.
Click Create (this opens the Invoice in edit mode)
Confirm or edit any details in the invoice (this will not change the connected job).
Click Save and send in the usual way.
Tips
Invoices are listed under the JOB in the sub-documents section.
The partial invoices will link back to the parent JOB/PO via the parent link in the header area of each Invoice.
You can set-up Stripe payments
You can set-up payment reminders
You can edit the email auto-sender under your automations.