INVOICE

Invoice List

Tap on INVOICES on the Menu. You'll be routed to the Invoice list.

Create Invoice

To create a new invoice, tap on the plus icon on the lower right corner of the screen.

Fill in the required fields for the Invoice details. To save the details tap on the check mark on the upper right corner of the screen.

To add your Materials and Labour, Tap on BILLABLES tab. Tap on the plus icon at the lower right corner of the screen.

Choose if you would like to add Material or Labour for the job.

You can choose from the existing list or add a new material by tapping on the plus icon.

Fill out the required fields for the new billable items. Once done, tap on the check mark on the upper right corner of the screen.

You'll then be routed back to the invoice list with the new invoice.

Modify Existing Invoice

To modify the invoice, tap on the kebab icon (three dots beside the Invoice). 

Tap on EDIT INVOICE.

Tap on DETAILS tab to change invoice information. Tap on BILLABLES tab to update Materials and Labour. Once done, tap on the check mark on the upper right corner of the screen.

Delete Invoice

From the Invoices List, tap on the kebab icon (three dots beside the Invoice). 

Tap on DELETE INVOICE.

You'll be prompted to delete the invoice. Tap YES to confirm the action.

INVOICE INSIDE THE JOB CARD

Create INVOICE

Tap on Jobs, to be routed to the Job List.

Tap on the Job to create a new invoice for it.

Tap on the INVOICES tab to see invoice list. Tap on the plus icon to add a new invoice.

Once you have completed the fields and added the billables, you can now tap on the check icon on the upper right corner of the screen to save the invoice.

Modify Existing Invoice

From the Invoices Tab, select the invoice to modify. Tap on the kebab icon (three dots beside the Invoice). 

Tap on EDIT INVOICE.

Tap on DETAILS tab to change invoice information. Tap on BILLABLES tab to update Materials and Labour. Once done, tap on the check mark on the upper right corner of the screen.

Delete Invoice

From the Invoice Tab, tap on the kebab icon (three dots beside the Quote). 

Tap on DELETE INVOICE.

You'll be prompted to delete the quote. Tap YES to confirm the action.

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