An invoice is an accounting document that a field service business sends to its clients to request payment for the services rendered.
Navigation: Accounting --> Invoices --> + New Invoice
1. Select the “Invoices” icon from the left navigation menu and choose “+ New Invoice” to create a new invoice.
2. Choose either "Customer" or an "Organization."
3. Use the "+Add" button to associate the various modules.
4. A pop-up from the side will appear. Select the module and choose the "Proceed" button.
5. The billing and service contact information are filled out automatically based on the organization or customer chosen.
6. Fill in the "Invoice Details" section.
The mandatory fields are Invoice Date, Payment Term, Expiry Date, and Invoice Template.