Create new invoice

When creating an invoice we enter a subject, a date and a job number.

A new invoice can be created in various ways:

From the list of invoices

In the menu under Finances > Invoices you reach the list of invoices. Above the list on the right there is a button "New invoice".

From a job

In the "Finances" tab of a job you will find all invoices created for that job so far. Above the list the button "New invoice" can be used.

From a customer account

In the "Finances" tab of a customer account you will find all invoices created for that customer account so far. Above the list the button "New invoice" can be used.

From a customer

In the "Finances" tab of a customer you will find all invoices created for that customer so far. Above the list the button "New invoice" can be used.

From a credit invoice

You can open the credit invoice under "Finances > Templates", jump to the "Options" tab and there create a copy of the credit invoice with the target format "invoice".

From a template

You can either ...

• ... select a template when creating an invoice, or

• ... open the template under "Finances > Templates", jump to the "Options" tab and there create a copy of the template with the target format "invoice".

Note If you want to create an invoice from an estimate estimate, use the billing options in the "Billing" tab of the estimate.