Invoice Create 

In this module we will go through how to set up, create, edit Invoices and what happens in each status.

You are able to create invoices from the invoice list screen or directly from jobs and/or quotes which we will be doing in this tutorial. 

Creating an Invoice:

There are 3 ways to create an Invoice:

1. Create from the Invoices list screen by clicking on the Create button
2. Create from a Job/Query by clicking on Options and Create Invoice
3. Create from a quote. When a Quote is in the Accepted status you can click on Copy To -> Invoice, it will pull all information including items from the quote.

• Click on Add a customer to your invoice

     ( either add an existing Customer or Create a New Customer)

• Click on Add Item to add items to your Invoice:

• Add Item: add any item from your Inventory
• Add Description: Add text placement holder for item. No price for this line.
• If Invoice is linked to a job with an Asset – Add Asset: Add an Asset from the linked Job to this Quote.
• If Invoice is linked to a job with Items Used – Add Items Used: Add any or all items that were added to the Job in the Items Used section.

• Click Create Invoice to complete the process.

Draft

• When an invoice is created it will start off in the Draft status.
• When an invoice is in the Draft status, you are able to change the line items you have added onto the invoice.

Approved/Unpaid

• Once the invoice is approved, you are able to sync the invoice with your accounting package where you will then follow your accounting principles and get paid from there.
• Otherwise if you are not using an integration then the customer will be able to pay via PayFast on the customer zone if you have set that up.

Paid

An invoice can be found in the Paid status in 3 different ways:

• Manually marking the invoice as paid by going to options button and click on Mark as Paid
• An invoice that is paid using PayFast will mark that invoice as paid
• If the invoice is synced to an accounting partner and it is paid from there, ServCraft will mark the invoice as paid.

Revert to Draft:

An Invoice is always able to be reverted to draft as long as it has not been synced to any of the integration packages.