Creating an Invoice

Select the Work Order you need to submit an Invoice for. Click on Proposals & Invoices.

Click on the + to the far right

A Pop-up will appear asking for the Invoice Number, Client, and Invoice Date. Enter the information and select Create Invoice.

Adding Line Items

To add Line Items click on the + sign in the blue box on the righthand side of the screen.

Fill in each required field. Your choices may vary depending on the client/retailer you are working with.

Once you have filled in all required items, select Save in the top right hand corner.  Repeat as many times as necessary.

Adding Additional Documents

If you need to add an additional file to the invoice scroll down to the Upload button at the bottom right of the Work Order and click it. 

A pop-up will appear, click the "BROWSE…" button and a file folder will open.  Select the file you’d like to attach and click Open. Then select the file type you’ve attached. When it is ready, click "OK". 

To delete a document, right click on the document and select Yes to delete.