There are a few ways to create invoices. You can create an invoice from a job by clicking the '+ New Invoice' button on a saved job. This will open up a new screen where you can create an invoice for the job.
You can also create an invoice by clicking 'Statements' tab in the main menu for the app. On the page that opens, you'll see all the invoices created for your account. Click the '+ Add Invoice' button to create a new invoice.
Adding Jobs and Inventory to an Invoice
If you're creating a new invoice (without being attached to a job), you can add jobs or inventory to the invoice using the box at the bottom of the screen.
If you just have an item to add, click the button that says 'Add item without a job'. If a job is already in your account click 'Add job' to find the entry and add it to the invoice.
Clicking 'Add item without a job' will display fields that you can edit to reflect the items purchased. The totals on the right will update automatically.
Updating Items and Jobs
When you click the 'Add item without a job' button, a line will show up where you can update the type of item (Service or Product) Category, Code, Description, Qty (quantity) and Price. You can also update the field under 'Tax' to say 'Tax' or 'No tax'.
Amounts and the invoice total are updated automatically as you make changes.
Creating an Invoice for Multiple Jobs
Instead of creating multiple invoices for multiple jobs, you can create one invoice and add multiple jobs.
To do this you would select more than one job in your account to attach to the invoice after clicking the 'Add job' button.
The button at the top of the 'Select a job for the document' will update to reflect the number of jobs chosen.
If the jobs have service hours and / or items already added to them, the invoice will update to reflect the total cost.
Other Invoice Details
Scheduleflow automatically creates an invoice with the customer name and information included. Once you create the invoice you can download it or email it to your customer right from the screen where you edit the invoice.
Once you've finished editing the information, click 'Close'. If you're creating the invoice from a job, the app will take you back to the job screen.
Note: If you originally created a job that will repeat, Scheduleflow will only create an invoice for the original job. Invoices will have to be created for the repeated jobs.
Once you've finished creating your invoice there are a couple of things you can do:
- Take a payment for the invoice directly in the field. Click here to find out how to take a payment including credit card using our eWay integration straight from the invoice in the field.
- Send it to your customer for payment. Click here to find out how to send invoices to customers.