Note: If you are needing to credit a customer or debtor, you will need to create a new invoice with a negative value or adjust an existing invoice by adding a line item with a negative value.
Website
Click the "Create New" tab in the top right corner of the screen.
Select Certificate, Quote or Invoice from the pop up
From the next pop up, select Estimate, Quote or Invoice
Search for the job you'd like to create the Invoice, Quote or Estimate for or select "New job" if you need to create a new one.
If you are selecting a job, please click on the "Search for Job" search bar and then select a job you'd like to use. Please note that you can search using job number, job address or customer name
If you are creating a new job, please click the "New Job" button. You'll then be asked to provide a customers name and a job address. You can use these field to search for customer or to create a new one
If creating a new customer or job address, you'll be prompted to fill out the customer or job address details. Once finished, please click "Save" and move onto next step.
After selecting or creating a customer and job address, your screen will look like the image below. Please click "Create" to be taken to the invoice, quote or estimate screen
From the screen above, please click on "Add Item" to create a new line item on the invoice. You'd need to do this for each line item you'd like to add
After clicking "Add Item" please fill out the line item description, amounts of units, price and VAT (please note this is set to 20% by default if VAT is enabled) and click "Save"
You can also use a line item templates to quickly use items you've created before. Click "Select Template" to select a template you've previously created or to select a new one. When creating a new template, please fill out all the details and click "Save" and press "Use Template" when you'd like to use one.
You can now decide to "Save" the record as a draft, or issue it, or issue and email it. Please click "Approve & Email" to send the record to the customer or press "Approve & Preview" to issue the record without sending (you can send it later if you'd like).
When the customer accepts the estimate/quote, you can then convert it to a quote/invoice.
App
Tap "New Estimate, Quote or Invoice"
Tap Invoice, Quote or Estimate.
Select the job you'd like to create the record for
Tap the "+" icon.
Fill in the details manually, or use a template
Repeat the above to add more line items.
Tap "Save" to save the record as a draft and tap "Home" return to the main menu or;
Tap "Approve" to issue the record and move on to the next screen.
After tapping "Approve", confirm that you want to finalise the record.
After clicking "Approve", please select "Email" to send the record or "Preview" to issue the record without sending
Confirm that the email details are correct and tap "Send".
Note: If you press the home button at this point, after syncing your device, the record will show as "Issued" rather than as a draft.
Converting a Estimate or Quote into an Invoice
Converting an Estimate to a Quote, or a Quote to an Invoice is easy, but cannot be reversed.
Find the Estimate/Quote you would like to convert and open it.
Click the "Convert Quote to Invoice" button.
Confirm that you are happy to convert the record.
From here, you can edit, save, or issue the record in the normal way.