How to invoice a job card

Click on the left hand side menu and select “job cards” 

Select all jobs

Select the completed job that you want to invoice.

Click the name of the job under the “Reference”.

Click on “complete & Bill Project”

Scroll down to the “Projects Contents” tab then Tasks, and click “approve” 

Click save

Then go to “Billables” tab and then click “approve”

Click save 

Scroll up and click “mark complete”

Then click “Generate Sale”

Now click the “View Sale” Button.

After you click the “View   Sale” Button you’ll be taken to another tab

You can fill or modify the fields

Click the “Complete” button

Now go back to the “Job cards” tab. 

Click on the “Complete” tab

Click the “Edit” Button on the job that you want to invoice.

Then you’ll be taken automatically to the managed page.

Click the invoice number under the “Reference”

Now click the “View” button then select “print” or “Print PDF” to generate the invoice.



Example of the invoice: