Note: This document and video explain how to invoice an estimate

 


 


1. Go to the Estimate tab under Maintain
Maintain > Estimates 


2. Select an Estimate to invoice


3. Click "Workorder #xxxxxx"



Note: The Financial area on the workorder detail page has the total cost and billed for the Estimate 


4. Once the workorder is complete click Invoice



5. Click IMPORT TIME AND MATERIALS

Note: Import time and materials first before comparing the estimate


6. Add Expenses and Materials
Note: While adding expenses and materials, click COMPARE ESTIMATE to view a side by side of the original estimate and the current invoice



7. Once all expenses and materials have been added click Generate Invoice