Invoices help track and document work completed, costs, and payment details. This guide walks you through creating a new invoice from start to finish.
Log in and navigate to the Work section in the sidebar, then click Invoices.
Click New to open the invoice creation form.
Fill in the invoice details, including:
Name and Invoice Number
Company and Client information
Contract, Quote Number, Cost Center, Purchase Order Number
Invoice Date, Due Date, Site, and Notes
If needed, attach files in the Documents section.
Open the Items tab and add relevant entries such as Service, Labor, Parts, Expenses, or Other charges.
Choose how to proceed: Save as Draft, Submit, or Approve.
The new invoice will now appear in your invoice list.
