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."