When you set up your invoices for the first time, you'll need to create your invoice template and enable invoice communications. Then you'll be able to easily and quickly send invoices to your customers as soon as a job is completed.
Step 1: Create your Invoice Template
Go to Settings > Forms and Documents > Document Library.
Check that you have a document with an "Opportunity Invoice" blue tag.
If not, click New Document.
For the Document Applies To field, select Opportunity.
For Document Title, enter a recognizable name for the document.
For Starting Template, select Sample Opportunity Invoice.
Click Create Document.
Open the template, click Applies To, and update the options as desired to specify which job types, branches, pricing types, opportunity types, or rate types that the document applies to. Then click Apply.
Update the document template as desired and click Save Changes.
Note: To see the new document on an existing opportunity, you'll need the support team to regenerate the documents on the existing opportunity. All new opportunities that met your Applies To criteria will automatically have this document applied.
Step 2: Enable Invoice Communications
Go to Settings > Communication > Email / SMS Templates.
Scroll down to the After Job section and enable Send Invoice.
Note: The toggle is enabled if it is green.
Step 3: Send an Invoice
The opportunity's binding type determines when you're able to send an invoice.
Non-binding: must have a booked opportunity and at least 1 finalized job.
Binding: must have a booked opportunity but does not require a finalized job.
When available, you can send an invoice to the customer using either of the following methods:
Option 1: Click the Accounting tab and click Send Invoice.
Option 2: From the estimate, click Send Invoice.
Note: The customer must have a valid email address or mobile phone number listed.
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