Create and Preview Invoices

A technician or sales personnel user can create an invoice from the mobile app. 

Here is a reference video:

To create sales invoice, follow the below steps:

• Tap on + icon from the Footer menu and then tap on Invoice

• The invoice creation page will appear as shown. Fill in the details like the Job/ WO no. and the invoice title.

  

• Select the status, customer and check the address information

• Next you can select a predefined template or add the billable items individually as shown.

• Fill up the payment details and tap on pay button to pay online

• You can put a signature

• If you tap on pay button, it will ask for payment details

• Add note and recommendation

• Tap on attach file to add any type of of files

• Check on the checkboxes for notification

• Tap on save button save the invoice

• Tap on complete button for completing the payment after save

• The Preview option will allow you to view the Invoice as shown.

• There are other ways to access the Invoice section. At the footer menu tap on More and then tap on Invoice to see a list of invoices as shown