Generated from completed jobs

• Invoices generated from a completed job automatically have the job details, labour, supplies, customer details and work performed.
• Callout fees are automatically added to the invoice

Invoice Templates

• Company logos can be set on the invoice using the company settings
• Company details are automatically shown on the invoice (as set in the financial settings):
• Company Name,
• Trading Name,
• ACN/ABN/BN
• Payment Details (Bank Name, BSB, Account Name)
• Payment Terms
• Mailing Address
• Office Address
• Unique Invoice numbering is automatically generated based on settings you control (Invoice Start number)
• Purchase Order number is automatically displayed on the invoice
• Job Number / Client Order Number / Service Order number are displayed on the invoice
• GST is automatically calculated and applied to totals.
• Pre-existing payments are shown with subtotals/totals automatically calculated

Completing an Invoice

• When an invoice is created it is automatically set to ‘Open’, once a Job is complete (signed off by our staff) the invoice becomes ‘Complete’.
• An invoice can be finalised once all payments have been applied.
• Multiple payments can be accepted for a single invoice
• Invoice Status is always clearly visible via the Invoice Status Bar (Red/Orange/Green)

Payments

• Payments of any type can be applied to an invoice to ‘finalise’ the invoice.
• Accepted payment types (COD, Cash, Amex etc) can be configured in the financial settings
• Sensitive Financial information is never stored on the device.
• Attachments/Documentation
• Any number of pictures, PDF, Word, Excel documents can be attached and viewed for a payment.
• This could be used to capture and stored printed receipts for each payment
• Multiple payments can be applied to an invoice.

Email Customer

• The Invoice can be converted instantly to a PDF and emailed on or offsite directly to the customer.