Invoice Before Job Completion:
You have to set the settings up in My Office > Company Preferences > Left Side > Allow Invoicing Prior To Job Completion > Toggle that to YES if you want to allow invoices to be created BEFORE a job is completed.
Once you turn that feature ON, a new toggle will pop up next to it and you can choose to create invoices automatically. So when you create a job, it will also create an Invoice at the same time, so it will basically be invoiced at job creation.
Be sure to save changes at the bottom of the screen when setting those settings.
Invoice After Job Completion:
Once you have Completed the job and entered all your charges and notes, be sure to save the job. Once you save it you will see the button in the upper right corner that says “Invoice”.
Click the invoice button and a window will pop up asking to close the job and invoice later or to invoice now.
If you choose “Close Out & Invoice Later” this will close the job and put it in the queue to create an invoice. You will see that under Accounting > Create Invoices. For more details on Closing Out and Invoicing Later, please click here.
Once you scroll and find the name of the customer you want to create an invoice for, you select the check box and click on Create Invoice For Selected Job(s)
Once you do that, The invoice will appear and you will click Save Invoice.
Now the invoice is created and you can email it or print it out for the customer!
If you chose the “Invoice Now” button in the pop up window, the invoice will be created right then.
You can see an invoice number is then created and place UNDER the Current Status.
You can click on the invoice number and it will take you to the invoice itself.
From the invoice, you can then email it and print it out for the customer.