How to create an invoice

A raised invoice will remain pending until submitted. Once submitted the invoice can no longer be edited or cancelled.

Step 1

Go to the job>+

 

Step 2

Raise an invoice

 

Step 3

Add items to teh invoice

 

Step 4

Complete the invoice and post

 

 

Eachtime a line is added it is saved to draft. Whilst in draft it can picked up later from within invoices

 

Click on pending invoices to make changes or cancel

 

 

Step 5

Submit the invoice

 

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