- Creating an Invoice on the Finance Tab
- Create an Invoice from an Estimate
- Create an Invoice from Your Schedule
Table of ContentsOnce you are on the customer’s profile, you will see the Auto-Invoicing options on the right side. To enable, select the box next to “Enable Auto-Creating Invoices” You will see the options for Auto-Creating Invoices. Choose whether you want them created Daily, Weekly, or Monthly. If you choose Daily, you will see the options to send every weekday (Mon-Fri) or every day. If you select Weekly, you will see the options to select how many weeks you want in between creating invoices and on what day of the week they are created. If you select Monthly, you will see the options to select which day of the month or if you want it to create it on the 1st, 2nd, 3rd, or 4th certain day of the week of every month. When you are finished, make sure to click the green “Save” button. Note: Only completed events will be included on the auto-created invoices. Only events closed after this feature is turned on will be invoiced.
Updated on February 19, 2023