Creating Invoice

Go to customer screen and select the customer that needs the invoice.You can click on the number of customers to display customer list or you select "Search" and type in customer's name.

If this is a new customer and its not in your customer list yet you can first enter his information by clicking "Add".

Or the "Quick Add" window located on the upper right side of the page.

Make sure to select if the client is "Residential" or "Commercial" before entering your clients information.

Next is you need to schedule job in the "Schedule Jobs" section and click "Save".

This job will now reflect in the "Currently Scheduled Jobs" section. Make sure to tick on the "Invoice Status" on the right side of the page. If there are multiple jobs that you need to create the invoice, make sure you select each of them and then press  the "Create Invoice". 

You will now get to the "Invoice" screen. One thing to remember is if you want to include or exclude the tax. If you want to include tax, you can select "Yes" and enter the percentage on the space.

Once you have confirmed the amount you can now click the "Pay Invoice" on top of the screen. And you wil get to the "Payment Information" screen. In order to process payment, click on "Change to Paid". You now have two options, if the client will pay the full amount of $100 select "Yes" or it will be a partial payment then select "No" and enter the amount on the space on the right. For this example, client will only pay $50 and he will pay using his credit card. 

Suppose that you will process credit card payment now, select "Click to Process Payment" and you will get to payment screen.

After processing the payment you will be routed back to the Payment Information screen and you can click "Save". Since the payment is not fully paid, it will show in the invoice that it was "Partially Paid". If the customer will make another payment of the remaining balance, you can click "Partially Paid" button and repeat the steps.

And that is it. If you have any questions, please let us know. Take care and have a nice day!

Best Regards,

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