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.