Create the invoice

Back in the office, open the job and go to the Quote / Invoice tab.

1. Click Create quote / invoice. The job is linked automatically.
2. Click Copy tasks. Every task on the job is added as a line item, in the same order as on the job.
3. Add a Unit price to each line. Change the Qty if needed, for example to the number of hours of labour, and set the Tax rate to 0% for anything zero-rated.
4. Click Add line item for anything that isn't a task, such as parts, fluids or disposal fees.
5. Check the totals and click Save invoice.

tip

Invoicing several jobs for the same customer together? Create the invoice from the customer's Quotes / Invoices tab instead, link the jobs, then click Copy tasks to pull in the tasks from all of them. Invoice several jobs together.

More about Copy tasks.