These are steps to create a NEW INVOICE that is not associated with a particular Job or Estimate.
From the HOME screen:
- Click the QUICK INVOICE orange button
From the INVOICES screen:
- Click the (+) at the top right
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.
Click "Save" at the top right of the NEW INVOICE screen.
Once the Quick Invoice is saved/created, an invoice number will be auto-generated and a green button will appear for "Invoice."