Create Invoice
Once you are satisfied with how everything on your Job looks like, you have added your customer, service location and service items, you can quickly create and send an invoice to your customers with just one click.
Action: Click the Create and automatically Send your Invoice button in the header. The send applies to your responsible party and everyone you have selected to notify.
Sync: This quickly converts your Job to an invoice, automatically syncing all your information and line items.
View Invoice: Once generated, the button creates a link to View Invoice, allowing you to make changes and send it to the customer for payment again.
Invoice View
An invoice that was generated from a Job will always have a view View Job button, linking your job effortlessly with the invoice for you to review and have all the information easily accessible.
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.