Following these steps will help streamline your invoicing process and ensure accurate and timely billing for your clients.
1. Click "Operations"
2. Click "Work Orders"
3. Click on the Work Order to generate a new Client Invoice
4. Click "Invoices"
5. Click "+ GENERATE INVOICE"
6. Click "YES | Original"
7. Click "+ ADD ROW" to add a new line item
8. Click the red "X" icon to remove the line item
9. Click "Save & Exit" and the Client Invoice will go under Draft status
10. Click on the pencil icon to Edit the Invoice and Send it to your Client
11. Click Send
12. Click "ADD EMAIL ADDRESS"
13. Click the "* To" field.
14. Enter the Client's email address
15. Scroll down and click Send button
