Create a Quick Invoice

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

From the HOME screen:

  • Select the QUICK INVOICE button from the menu 

                 

From the  QUICK 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 either SAVE or REVIEW at the bottom of the screen.
    • By selecting SAVE the QUICK INVOICE  will be saved to your transaction record
    • By selecting REVIEW you can the invoice. And either SEND the invoice to the customer or select PAY NOW to accept payment from the customer.
           

 

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