Create a Quick Invoice

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

Step 1

From the HOME screen:

• Click the QUICK INVOICE orange button
  

From the INVOICES screen:

• Click the (+) at the top right
  

Step 2

On the NEW INVOICE screen:

• Select a Customer by clicking on the "people" icon to the right of "Customer Information" OR type in the Customer's name if you'd rather not save that particular Customer for future use.
• Enter the Customer's Email address, if you'd like to send the customer the invoice or receipt.
• Select a Tax Rate.
• Select or Create a Service and/or Material.
  

Step 3

Click "Save" at the top right of the NEW INVOICE screen.