Invoices

The invoices section contains all of your estimates and invoices. The first view is the invoice list view.

In the list view you can filter by

• When the invoice was created

• The invoice status

  • Estimate

  • Approved

  • In Progress

  • Completed

  • Paid

  • Delivered

  • Overdue

  • Declined

Create Invoice

Clicking on Add Invoice on the top right corner of the invoice list view will allow you to create an invoice. As you work through the invoice make sure to click on the save button regularly which is at the top right corner and the bottom right corner of the invoice. The invoice you are working on will also save periodically.

Update Shop Information

First, we need to set up your shop's address so that all invoices show it for your customers. Click on the edit icon next to your shop's name to update your information.

Here you can update your shop's address and phone number. The information entered here will show up in all invoices and only needs to be added once.

Add customer to invoice

Under bill to, you can use the dropdown to either search for an existing customer in your database or quick create a new one.

To quick create a customer just click on new customer, a dialog will pop up allowing you to create a new customer with the minimum amount of information.

To add an existing customer start typing the customer name and the dropdown will populate all the customers in your account. Then simply click on the customer you are creating the invoice for.

Update invoice status

You can update the invoice status of any invoice by clicking on the status button on the right hand side.

Adding items to invoice

You can add different items to an invoice by clicking the buttons in the list view.

• + Service: will add a canned service created in the services section

• + Part: will add an individual part created in the inventory section

• + Labor: Will add a line of labor

Adding Discount

Clicking on the + next to discount will allow you to enter a percentage discount for the total of the invoice.

Printing an invoice

To print an invoice, click on the print icon at the top next to save to download a PDF version of the invoice that can be used for printing.

Edit invoice

Clicking on the > icon on the right of an invoice will take you to the invoice edit view.