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4. Invoices
Video Overview: Invoices
The next section is the Invoices section to create invoices to send to your Customers. To get started, select Invoices in the left column. This will take you to a screen where you’re able to see all of your invoices and will give you the option to search for Invoices based on Invoice Date or Bill To Customer.
To create a new Invoice, select Create Invoices.
Select the Customer and Job associated with the Invoice.
Video Transcript
In this video I’m going to show you how to create an invoice for one of your customers so depending on how your business has set up this may be for libraries are currently in Andres but here I’ll show you how we create those invoices so dictate it an invoice we’ll start by selecting the box in the top right corner here you can search for customers so we’re going to get a customer one and then search by job and once you’ve selected those and you can select a friend I’m with Tommy Rox I’m here to preemies an invoice the loads associated with the invoice so I’m gonna select the invoice date and the due date is an invoice and then check the box from which loads I wanted to include it on the same voice then I can create this invoice or if I want to add this to the last invoice I can do that as well we’ll take Kate invoice and then from here I can select this invoice and I can either print it or I can email it to my customer if you select email it’ll immediately email it to your customers to make sure that you’re ready to do that if if you select an email all that’s how you create the employees now going back to invoices if you wanted to search for invoices by a specific customer or a specific date you can do that here and you can filter invoices that way.