Financial

Monitor profitability over time and easily invoice Jobs based on real data.

The Financial tab of a Job shows you exactly how the job is performing financially and intuitive invoicing allows for minimal error.

1

Navigating to Job Financials

• Open Jobs.

• Select a Job.

• Click the Financial tab.

2

Creating an Invoice

• Click on the + New Invoice button.

• If applicable, update Invoice Title and add client Reference.

• Select Payment Terms from the dropdown — this will be automatically set based on the Client details.

• Select an Invoice Type from the dropdown. Options include:

  • Bill items in full

  • Bill items partially

  • Bill all remaining and close Job

• If Bill items partially was selected, specify the % of each item amount.

• Select an Issue Date.

• Add an invoice Description.

• Click on the Create Invoice button.

• Click on the Pending invoice (with no values) in your list of Invoices.

• To add applicable Tasks and Costs from the Job Costing, click Add billable items.

• Select the relevant items to be added to the invoice and click on the Add Items button.

• The invoice details, or Tasks and Costs, can be edited while the invoice has a Pending/Draft status.

• To change the Invoice status from Pending/Draft, click on the Issue button.