Invoices
An Invoice is the official request for payment that you present to your client. It bills the client for items based on your agreed-upon layout quotation.
How to Open Invoices
Section titled “How to Open Invoices”Depending on the device you are using, you can find your invoices here:
It appears as a dedicated section directly inside your Project Details screen. You can also click the Expand Icon (the button with two small diagonal arrows) right next to the add button to open your full invoices page on its own screen.
It lives as its own standalone page found under the Sales link category.
Creating a New Invoice
Section titled “Creating a New Invoice”To bill a client, click or tap the orange + New Invoice button to open the generation form window:
- Select Quotation(s): Check the box next to the specific quotation or quotations you want to bill against. You must select a quotation to generate an invoice.
- Invoice Number: Automatically generated by the app to maintain clear accounting records (for example, P102INV01).
- Due Date: Select a payment deadline date using the calendar popup field.
Once your selections are set, click the orange Create Invoice button to save it.
Managing Your Saved Invoices
Section titled “Managing Your Saved Invoices”Your active invoices will appear in a list displaying the invoice number, linked quotation references, total billing amount, and payment due date.
On the far right of the invoice row, you can interact with these quick action icons:
- Printer Icon: Takes you straight to the Invoice Print screen.
- Trash Can Icon: Permanently deletes the invoice from the system.
Printing Your Invoice
Section titled “Printing Your Invoice”When you click the Printer Icon on your invoice row, it opens the document print layout preview page.
This page displays a live document layout preview on the bottom. At the top of the screen, clicking the Configuration button opens a dropdown container where you can adjust what details your client sees on their invoice:
1. Print Settings Toggles
Section titled “1. Print Settings Toggles”- Show Prices: Switch this on or off to hide or show item costs on the final document copy.
- Show Internal Names: Toggle to show or hide your internal equipment codes alongside client-facing display names.
- Grouping (Aggregate) Toggles: You can turn these on to bundle scattered single items into clean, simple line blocks:
- Aggregate Installation Hardware, Aggregate Logistics / Travel, Aggregate Labor, and Aggregate Installation.
- Turning these on groups small, miscellaneous hardware or labor tasks into tidy category totals so your client sees a clean final invoice.
2. Outputting the File
Section titled “2. Outputting the File”Once your configuration toggles look correct, click the orange Print Invoice button at the top right to send the file to your device’s printer or save it out as a digital copy.