Invoice Creation

Overview

This section will go over some commonly asked questions regarding creating a new invoice.

Table of Contents

Invoice Creation Without a Quote or Work Order

You can create an invoice without having to create a quote or work order. For more information on how to create an invoice without having to create a work order or a quote, please see the Add an Invoice page.

Work Order Parts and Services Not Updated by Invoice Items

Parts and services listed in an invoice's line items are not automatically added to the work order's "Parts and Services" tab. This intentional design prevents a continuous cycle where updates to the invoice automatically modify the parts/services list and vice versa.

To add items to both the "Parts and Services" list and the invoice simultaneously, use the "Parts and Services" action available on the mobile app. This ensures seamless integration without creating unwanted dependencies.

Progressive Invoicing

Progressive invoicing allows you to bill customers incrementally as work progresses, rather than waiting for full project completion or contract finalization. The following steps will highlight how to create a progressive invoice from a quote.

First open the View Quote pop-up window of the desired quote and ensure that all relevant line items and sections are populated in the quote. Click on the Individual Actions of the quote and from the drop down select the "Create Invoice" option:

The Add Invoice pop-up window will then appear:

In this pop-up window, you can choose to invoice specific quote sections by toggling them individually, or select "All Quote Items" to include everything in the invoice.

In "Invoice Amount" panel, you can select how you want the corresponding invoice to be calculated. You can choose to have the remaining amount invoiced, a percentage of the total, or the dollar amount of the total.

Once created, the invoice will reflect the selected amount or percentage, and it will remain linked to the original quote.

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!