Create a Quick Invoice

These are steps to create a NEW INVOICE that is not associated with a particular Job or Estimate.

From the add (+) sign on any page of the application, select QUICK INVOICE from the menu:



 

From the NEW INVOICE screen:

  • Enter information about the customer, taxes, service and materials to be used for the specified invoice. 
  • Once information is fully entered, click the SAVE button at the bottom of the screen.

 

Once the NEW INVOICE has been saved:

  • Select REVIEW at the bottom of the screen.
  • Now you may either SEND the invoice to the customer or select PAY NOW to accept payment from the customer.
    click-review-on-invoice      select-send-or-pay-now-on-invoice

 

Once the Quick Invoice is saved/created, an invoice number will be auto-generated and a green button will appear for "Invoice."