Transcript
Adding an Invoice or EstimateInside of each job, customer and appointment, you will see a billing section. This allows you to add an invoice or estimate to that contact, appointment, or job. Any information added here will be stored on that customer’s record.
To create a new invoice or estimate, choose one of these options:
Creating Invoices & Estimates
● Add line items for labor, materials, adjustments, and mileage.
● Costs will calculate themselves based on the values you’ve entered.
● Remember to press SAVE between each line item otherwise your entry will be lost.
Sending an Invoice or Estimate
After you’ve entered your line items, you should save your invoice or estimate. You can then send the invoice or estimate via email to your customer. When you choose send by email, you will be prompted for an email address.
Converting Estimates to Invoices
You can convert a won estimate into an invoice. After a bill is converted into an invoice, it will be stored on the contact’s account.
Getting PaidWithin an invoice, you can add a payment to keep accurate records.
Choose add payment to mark your invoice as paid.
You can choose the payment type and the amount paid, and add it to the billing record.
After you’ve entered payment, the invoice will be marked as paid.
DiscountsIf your customer needs a discount, you can add that to your invoice or estimate. In the adjustments section of the line items screen, you can add a discount by entering a negative amount.
The bill will calculate itself dynamically. You can then re-send the PDF to your customer.
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