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You can quickly filter by invoice name, client, when an invoice(s) was last updated, and invoice status.
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Pro Tip - use the |
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Review Invoice Status: Search by status to see invoices that are in Draft, Sent, or Complete Status
Send Invoices: Invoices can be sent individually, or in bulk by selecting one or more invoices from this page using the menu at the bottom of the screen.
Invoice Details: By selecting the
you can enter the Invoice to review, edit, and send the InvoiceCreate New Invoices: By selecting
you can create a new invoice to load job onto
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Jobs cannot be added to an invoice from this page or from the Invoice details page. They must be added from the All Jobs page, or by editing the summary of a job and choosing from a list of previously created invoices. |
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Pro Tip: You can create a New Invoice and add relevant jobs all at the same time from the All Jobs Page. Simply select the Jobs you’d like to add to an Invoice, and select “ADD TO INVOICE” from the menu at the bottom of your screen, then fill in the details in the pop up window below. |
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