To create an Invoice on a Job, click the Job Actions menu, and then 'Add Invoice'.
- Select the Invoice Type (Progress or One-Off).
- Enter a PO/Contract# (optional).
- Click Retainage as applicable, then select the Retainage percentage to be applied to this Invoice.
The Invoice is created, and the Edit Invoice page is displayed.
Update the Details section as necessary.
- Select the Client
- Enter a PO#
- Choose a Bill Through date
- Select a Status (In Progress, Billing Ready, Unpaid, or Paid)
- Retainage checkbox and percentage
- SOW (Scope of Work) is optional
Click the 'Update' button to apply changes made to the Details.
Next, populate the Line Items section.
- Contract Amount line item is prepopulated for you with $0 amount.
Click the Actions Menu, then Edit to make adjustments…
Add additional Line Items as necessary.
When finished, click the 'View' button.
The Invoice is generated.
- Edit by clicking the pencil icon.
- Download a copy using the down-arrow icon.
Click 'Send to QB' to send this Invoice to QuickBooks.
Once sent to QuickBooks
- The 'Send to QB' button disappears.
- The Invoice # and Invoice Date are populated.
- An option 'Send to Client' is used to send the Invoice via email.
Check the status easily on the 'Invoices' in the sidebar menu.
