How do I create an invoice?

There are two areas in the system from where you can create an invoice:

  1. From the Jobs section under Item/Invoice tab
  2. From the Invoice section.

Select Invoice from the hamburger menu after that select Add Invoice button on the top right corner of the screen

Clicking on Add Invoice will display a pop up with auto filled fields: Client Name, client address, client email id, Bill To information, Invoice Link To information.

Client's address, Invoice date, Due Date, Currency Type can be edited here

You can change the "Hourly Invoice" status through selecting or deselecting

There will be job type field, description, quantity per hour, rate, discount, amount already filled on the form with editable mode

Click on any field to edit

Select tax field and it will display a small pop up on the screen with a cross button, fill those details

As soon as you will edit quantity, rate, discount, amount and tax, amount field will show you the final amount automatically.

There is a cross icon at the end of the row. Clicking on it will remove the complete row

If you remove the row using cross icon then the row will be removed and screen will display option text to Add item with the same fields

Clicking on +Add Item(s)will add another row to add an inventory item in the invoice where you can select from the already added items or also add a new item

Item name field is mandatory here

You can fill job type field, description, quantity per hour, rate, discount, tax in the newly added row

As soon as you will enter job type field, description, quantity per hour, rate, discount, tax in the newly added row the amount field will show you the final amount automatically

You can add a fieldworker on the edit form using +Add Fieldworker(s) option

First field will be a drop-down where you can select any fieldworker from already added Fieldworkers list

As soon as you will select any fieldworker rest of the fields will be auto filled, you can edit those here

You can add a Job type on the edit form using +AddJob option

First field will be a drop-down where you can select any fieldworker from already added Fieldworkers list

As soon as you will select any job type rest of the fields will be auto filled, you can edit those here

*Note: You must fill out all fields marked with an asterisk before saving

Below that section, you can edit invoice notes, additional discount here

Invoice total will be filled automatically based on other details

You can add an extra field here if you have missed to add, click on +Add extra fields option it will display a new field with a cross button