How to Create an Invoice

There are two ways to invoice in the Service Fusion back office:

• Through the job
• Hovering over Accounting> Create Invoices

This is a list of customers who have a job(s) ready to invoice

To invoice through a job:

• Pull up a job
• The status should be "Completed"
• Click on the "Invoice" button
• A window will populate with the options to "Cancel", "Close Out & Invoice Later" or "invoice Now"
• Select Invoice now
• The status will progress from "Completed" to "Invoiced"
• You will see the New Invoice link directly under the Job Status
• Click the link to view the invoice

If you chose to close out and invoice later, the “Create Invoices” page lists your jobs by Customer.

You also have the ability to add multiple jobs on an invoice.

To invoice through Accounting> Create Invoices:

• Pull up a job
• The status should be "Completed"
• Click on the "Invoice" button
• A window will populate with the options to "Cancel", "Close Out & Invoice Later" or "invoice Now"
• If you choose "Close Out & Invoice Later"If you choose "Close Out & Invoice Later"

The job is now listed as an option to invoice in Accounting> Create Invoices

You can view this by going to Accounting> Create Invoices

• Select the Invoice(s) you want to invoice and click “Create Invoice For Selected Job(s)”
• View the invoice

By default, Service Fusion requires the Job Status to be "Completed" in order to Invoice.

If your workflow requires you to invoice prior to job completion, there is a setting in My Office> Company Preference labeled "Allow Invoicing Prior To Job Completion".

When this is toggled to YES, there is also another option that populates to "Create Invoice Automatically"

Please use caution. If this is toggled to YES, this will create an invoice at the same time the job is created.  

There are two ways to invoice in the Service Fusion back office:

• Through the job
• Hovering over Accounting> Create Invoices.  

This is a list of customers who have a job(s) ready to invoice

To invoice through a job:

Pull up a job

The status should be "Completed"

Click the Invoice button

A window will populate with the options to "Cancel", "Close Out & Invoice Later" or "invoice Now"

Select Invoice now

The status will progress from "Completed" to "Invoiced"

You will see the New Invoice link directly under the Job Status

Click the link to view the invoice

If you chose to close out and invoice later, the “Create Invoices” page lists your jobs by Customer.

You also have the ability to add multiple jobs on an invoice.

To invoice through Accounting> Create Invoices:

Pull up a job

The status should be "Completed" Click the Invoice button

A window will populate with the options to "Cancel", "Close Out & Invoice Later" or "invoice Now"

Choose "Close Out & Invoice Later"

The job is now listed as an option to invoice in Accounting> Create Invoices

You can view this by going to Accounting> Create Invoices

Select the Invoice(s) you want to invoice and click “Create Invoice For Selected Job(s)”

This will take you to the newly created invoice.