How to complete and invoice a job

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This lesson will show you how to change the status of a job to complete, approve and then invoice it.

Open the job

Open the job

Change the job status to Completed, click Save

Change the job status to Completed, click Save

The job is now saved and will be available in the Invoicing page.

Click Invoicing

Click Invoicing

This is the Invoicing Summary page

This is the Invoicing Summary page

The job we just completed will be inside the Awaiting Approval tab.

Click Awaiting Approval

Click Awaiting Approval

The job we completed is now Awaiting Approval

The job we completed is now Awaiting Approval

The Awaiting Approval stage can be used in multiple ways:

  • If your field techs don't add materials they can be added here.
  • If your field techs add material but they need to be checked, it can be done here.
  • A final check that your invoicing amount is correct.
  • For marking invoices as transferred to a non-integrated accounting package. (Approve invoices once the information has been transferred)
  • When integrated to an accounting package approving sends the invoice to the accounting package to be tracked.

Approve the Job by ticking the tick box and clicking Approve

Approve the Job by ticking the tick box and clicking Approve

The job is now in the Awaiting Payment screen

The job is now in the Awaiting Payment screen

To email the invoice, tick the job and click Email Invoice

To email the invoice, tick the job and click Email Invoice

The email is auto filled with your email invoice template. Click Send once done.

The email is auto filled with your email invoice template. Click Send once done.

You can set the email template that is used in the invoicing section from Preferences.

You're Done! The email will now be sent with the invoice attached.

You're Done! The email will now be sent with the invoice attached.

The job will stay on this tab for 2 weeks before disappearing.

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