The power of getting an invoice in front of the customer as quickly as possible helps reduce double handling, paperwork and delays in getting paid.
Below we outline How to create Invoices in the Field (using the Mobile app) or in the Office by the Scheduler.
Technicians can send invoices after a job is complete (if the option is activated in your account settings). Invoices can also be generated in the Scheduler view.
Inside the Mobile App
To access or create invoices for a job, open the 'Sales' section.
Under 'Invoices', select 'Add' to create a new invoice. OR select 'View' to see and send an invoice that has already been added to the job.
Creating an Invoice
FieldInsight creates a draft invoice that you can review and update. Any hours added in the app through the 'Actual Timesheet' feature will automatically be included. You may have to add Hours or Products on the Job before you can create an Invoice.
If the invoice doesn't have a total, check that a service item has been added to it. Service items and costs should be added into the app.
Once you're ready to send the invoice, click the 'Email' link at the bottom of the page.
On the email screen, you can review and edit the subject and content of the email. When you're ready to send, tap 'Send' -- the customer should then receive the invoice in a few minutes.
Viewing and Sending an Invoice
Select the invoice that has been added to the job to view it. You'll then see a mobile version of the invoice with the hours, any items that were added, the invoice date and how many days before it's due.
Review the invoice and when you're ready to send, click the 'Email' link at the bottom of the page.
Record or Take Payments against the invoice in the Mobile App.
You can also record or take a payment directly from the Invoice. Please refer to 'Take Payments in the field for Invoices'.
In the Desktop App / Scheduler view
Create a New Invoice from the Scheduler View (Desktop App)
Click here to review the Help document on 'Invoicing: Getting Paid for All Your Jobs'.
Invoice already drafted by the Technician via Mobile App
If the invoice has already been added to a job (by the Technician via the Mobile app) you can review and send the invoice from the 'Invoices' tab on the job.
Open the job that has the invoice attached that you want to send. Open the 'Invoices' tab at the bottom of the page.
There are three links under the invoice number and status: 'Edit', 'PDF' and 'Email'. Click 'Email' to get to the email editor.
Update the email, subject and email content if needed. Click 'Send' when you're ready and the customer should receive the invoice in a few minutes.
After an Invoice has been Sent
You'll see a banner that says 'Email sent', regardless of whether you're sending the invoice from the desktop or mobile app.
Now when viewing the invoice the box under 'Sent' will be checked.
Now we wait. For payment!
DONT WANT TO WAIT FOR PAYMENT......Click here to set-up eWay and take Credit card Payments on the Spot.
Or check out FieldInsight's integrations.