An invoice
is an accounting document that field service businesses send to their clients
to request payment for the services rendered. An invoice can be marked as
paid as and when the customer pays the Invoice. An invoice, once sent, can be
marked as paid, partially paid, or bad debt.
1.
Select the "Invoices"
module from the top-left hamburger icon.
2. Select the "+“ ”icon
from the bottom-right corner to create a new Invoice.
3.
- Under the "Customer
Details" ”section, select the Organization and Customer information
required for the Invoice.
- Select the "View
Customer" option to see the customer details and choose the property
required for the Invoice.
- Select the required Job
details to choose a job, job schedule, and job category, and select the
required service address.
4.
Select the "Billing
Address" or the quote. If the service address and billing address are the
same, click on "Same as the service address."
Select the "Invoice
Details" ”option to add the reference number, quote date, and expiry
date, and choose the template.
Choose the "Add tag"
”option under Tags to select the invoice tags.
Select the "+ Add" option to add the product line items for the Invoice.
Select the "Other
Details" ”option to add the custom invoice field details.
Finally, select the "Create"
button to create the Invoice.
With this, Invoices make a
record of all the business sales, and thus it helps to keep the accounts. In addition,
invoices give an overview of the business financial archive.