Create a Quote or Invoice from a Job:
To create a quote or invoice from a job open the 'My Schedule' page. Within the job, click Quotes & Invoices in the header. On this page, click ‘Create new’. This will pop up a window where you can create a quote or invoice. The customer and job record will be pre-populated and the quote or invoice will live inside of this job record.
Enter the Basic Details:
Select Quote or Invoice at the top of the window, then enter an ‘Invoiced date’ or leave it blank and it will default to today’s date. Next add a due date or leave it blank and it will default to the systems default due date that your administrator set up. Next you can enter any notes about this quote or invoice including details of the work to be performed or any additional text you want to include.
Add Line items:
Next click the green Add Line Item button to start adding line items to the quote or invoice. These are the items that will be listed on the quote or invoice with prices next to them to comprise the total of the work that you are billing for.
In the window that pops up, click to select the line item you want to add. You can adjust the price or quantity of any line item on the fly. When everything looks correct, click save. If you have not added any line items now is a good time to add one.
In the ‘Select invoice item’ dropdown, click ‘Create New Invoice item’. You will then enter the item name, decide whether it is a product or a service, enter the default quantity and price and you can even click ‘Advanced’ to add the unit cost. Once your line item is set up, click save and then add it into the quote or invoice you're creating.
Repeat this process to add as many line items as you need until your quote or invoice is complete, when everything looks good click ‘Save’. This will save either a quote or an invoice draft. Either can be edited by clicking the edit button so you can change any details you want on the fly.
Share the Quote or Invoice:
If you would like to share this document with a customer click generate PDF and then at the top of the PDF window click ‘Email to Customer’. The customer’s email and name should be pre-populated so all you have to do is click Send.
Accepting Payment by Credit Card
If your company is set up to accept credit card payments, and your administrator has given you permissions to do so, you'll be able to accept payment for that invoice through credit card using our built-in credit card processing. This will allow you to accept payment on site with the mobile app, over the phone when customers call in card information, or our most popular option- by emailing out an online payment request for any invoice in the system.
Looking for a quick summary for creating quotes and invoices? We’ve got you covered! There are 2 main things to know about creating quotes and invoices:
- You create a quote or invoice from the job record
- Click ‘Quotes and Invoices’ in the header of the job and ‘Create new’
- Invoiced date and due date
- Add line items (set the quantity and price)
- You can accept payment for invoices through credit card using our built in processing (if your company has it set up.