...
1. If the Job has not been marked as Completed, click the Mark as Completed button from the job screen.
2. Once you’ve marked the job as Completed, a few more buttons becomes available.
- Close Job – this will close the job and you can invoice at a later time.
- Invoice & Close Job – this will generate an invoice and close the job
- Ready to Invoice – you can select this if you have a number of jobs completed by batch and you may need to invoice them by batch as well.
Note: You can also do bulk actions if you’re managing a number of jobs and this saves time compared to sorting out a job individually.
...
1. From the Job screen, select the corresponding jobs by ticking the corresponding boxes on the left side and click Bulk Actions. In the following example, we selected the bulk action called “Invoice & Close Jobs.”
Generating Invoices
...
There’s a couple of ways to generate an invoice and one is selecting Invoice and Close Job from the job screen. The other way of doing it is going to Invoice tab and click New to generate an invoice manually.
1. To manually generate an invoice, choose the Invoices Tab on the Job Card for which you wish to generate an Invoice and then click +New button. The Invoices screen will display and click New.
2. Confirm the Customer Details and Billing Address. Edit these as required.
...