To create an Invoice on a Work Order, click the Work Order Actions menu, and then 'Add Invoice'.
Invoice Type is always 'One-Off' on Work Orders.
- Enter a PO/Contract# (optional).
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)
- Enter Work Requested, Work Performed, and Authorized By
Click the 'Update' button to apply changes made to the Details.
Next, add one or more Line Items.
Click the 'Add Item' button.
Repeat process to add additional Line Items.
When finished, click the 'View' button to generate the Invoice.
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.
