Creating An Invoice

An invoice from a job

In any one of your jobs, you can click the “Finance” tab and there from the top right click “Create Invoice”

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A new invoice linked to this job and client will be created and all the job items will be copied over.

Create a single invoice (No job)

Click the “Add new” option from the left menu and then click “Invoice” from the pop up.
Add new invoice
Next you will need to select a client to invoice or create a new one.

Once a client is selected, click “Create” and the invoice will be created.

Create from an existing client

In your Clients section, you can edit any client.
On the top right you may click the “Actions” button and then “Create Invoice”
This will create a new invoice for this client.
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