How do I invoice a job or task?
To invoice a task or a job:
- Go to Tasks, then select Tasks & jobs.
- Search for and click on the task you want to work with.
- Click Create order.
- Fill in any details and add any product lines to the invoice—for example, labour charges or parts that were used for the task or job.
- Click Ship out & invoice.
- Click Commit delivery.
An invoice will be created and, if you choose to, will be emailed to the customer.