Accounting Tutorials
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      Creating Invoices from Services on the Job Screen

      How to create an invoice from the Jobs Screen

       

      You can invoice from within the job

      The lines to be invoiced will need to be in Completed or Ready to Invoice status

      • Select the service lines to be invoiced and click Action
      • Select Invoice Selected
      • This will generate the invoice immediately and open the invoice screen
      • From this window, you can send the invoice to your customer via email or SMS text, or print/download the document