How to create an Invoice on the Zuper Mobile app?

How to create an Invoice on the Zuper Mobile app?

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. 
  1. Under the "Customer Details" ”section, select the Organization and Customer information required for the Invoice. 
  2. Select the "View Customer" option to see the customer details and choose the property required for the Invoice.
  3. 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.


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