How to Create a New Invoice?

You can create a new invoice by following the steps below.

Note:  You can also create an invoice directly from a Quote or a Job.

1.  Navigate to Invoices.  

The Invoices page is displayed.

2.  Click Create new invoice.

The Create new invoice page is displayed.

Note:  All the fields marked Required are mandatory.

3.  Select the customer for whom the invoice is for from the Customer dropdown list. You can also create a new customer by clicking the Create new customer option. For more information, refer to How to Create a New Customer?

4.  Select the site for which the invoice is for from the Site dropdown list. You can also add a new site by clicking the Add new site option.  

5.  Enter a name for the invoice in the Invoice name field.

6.  Click Create.

The invoice is created.