Once a job has been finalized, the invoice is ready to be sent to your customer. The invoice will layout all of the final charges to the customer and list any payments that have been previously made.
Send an Invoice
Step 1: Navigate to the account tab of the job that you are ready to calculate the final charges for.
Step 2: From the Information panel select Send Invoice.
Step 3: Select Send Invoice.
Note: From this screen, you are also able to print, save, or perform other various actions with the document.
Step 4: Select which contacts and which contact information to send the invoice to.
Step 5: Click Send.
You will receive a green notification alerting you that your invoice has been sent.
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