Managing Invoices

How do I create an invoice on a persons account?

Whenever you schedule a job it will almost always create an invoice. But sometimes there might be a situation where you need to create the invoice yourself.

Select the invoices tab under the customers account and click on create new invoice.

In that screen there is a drop down menu where you will select the service that the invoice is for (be sure to choose the service that has the appropriate price as well).

Once you choose the proper thing you can also go ahead and choose the amount of times you would like to have each item show up on the invoice by changing quantity.

Once you have added all the services and the quantity of each you can save the invoice.

How do I manually resend a invoice to a customers email?

You can go to the invoice or job tab and click on the job or invoice in question by the customer

Once you have opened that invoice there will be an option to send invoice by email

After the invoice has been paid it will change statuses from sent/draft to paid.

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