Creating and Submitting Invoices
How to create an Invoice:
- Navigate to a Work Order you're creating an invoice for.
- Click the + button at the top right.
- Select New Invoice.
- Enter the invoice details.
- Click Save & Process or Save Draft.
This will allow you to save a draft to come back to later without submitting it to your customer. You can come back and submit at a later date.
Save & Process
This will submit this invoice to your customer for their review.
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