Navigate to Clients > Orders & Invoices
Once your client has approved the costs in a quote, it is ready to be converted into an invoice for payment.
The invoice is a direct copy of the quote, but it will now be represented by an invoice number and be entered into your financial records.
As on the quote, the invoice includes:
The service start date.
The service end date.
The required type of service.
Service start and end times (such as pick up and drop off times if relevant).
Special instructions you might have been given.
The price - that is now due for payment.
Click to enlarge.
See how to create an invoice with the option to email a copy of it to the client.
How to create an invoice but without sending a copy to the client.
When viewing an invoice or quote you can download a copy of the invoice PDF to print out and keep a paper copy.
When viewing an invoice or quote you can download a copy of the client's account summary in a PDF to print out and keep a paper copy.
You can check who will receive invoices in the client's account, and see how to amend who receives a copy.