How to create, edit and review invoices

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

 

Review invoices

 

Click on pending invoices to make changes or cancel

 

 

 

To review all invoices

 

 

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