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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