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.