This article will show you how to change the status of a job to Complete, then Approve and invoice it.
Open the job
Change the job status to Completed and click Save
The job is now saved and will be available in the Invoicing page.
Click the Invoicing tab
This is the Invoicing Summary page
The job we just completed will be inside the Awaiting Approval tab.
Click Awaiting Approval
The job we completed is now Awaiting Approval
The Awaiting Approval stage can be used in multiple ways, depending on how your business works:
- If your field staff don't add materials they can be added to the job here prior to issuing the invoice.
- If your field staff add materials but you'd like to check the invoice prior to sending, it can be done here.
- If you use a non-integrated accounting package, you can mark invoices as Approved once the information has been transferred.
- When integrated to an accounting package, the act of Approving sends the invoice to the accounting package to be tracked.
Approve the Job by ticking the tick box and clicking Approve
The job is now in the Awaiting Payment screen
To email the invoice, tick the job and click Email Invoice
The email is auto filled with your email invoice template. Once ready, click Send.
You can set the email template that is used in the invoicing section in Settings > Preferences.