Raise an Invoice

Every invoice starts as a draft, however it is raised. Its lines and figures stay editable until it is approved (approving and sending).

From a Finished Job

On a job that is completed, ready for review or ready to invoice, choose Create Invoice. Deployr raises a draft with the job's labour, materials and billable expenses as lines, marks the job Invoiced and opens the invoice.

A job invoiced one of the ways below doesn't offer Create Invoice again. Its page offers Mark Invoiced instead, which moves it to Invoiced without a second invoice.

From Quotes, Claims and Agreements

1. On Invoices, choose New Invoice.
2. Under Invoice From, choose Completed Job, Accepted Quote, Project Progress Claim, Project Variation, Maintenance Agreement or Blank Invoice.
3. Pick the record, or the customer for a blank invoice. For a quote, choose what to bill: Full Quoted Value, Deposit Only or Next Progress Claim.
4. Choose Create Draft Invoice.

An invoice raised this way falls due the number of days in the customer's payment terms after it is raised, or 30 days when they have none.

A job invoiced from Completed Job keeps its status, for example Work Completed. Move it on with Mark Invoiced on its page. That sends the customer no email.

Many Finished Jobs at Once

On Invoices, choose To Invoice at the start of the Money Line. It lists every finished job with no invoice yet, with an estimate of each ex GST.

1. Tick the jobs, or choose Select All.
2. Choose Invoice Individually for one invoice per job, or Consolidate per Customer for one invoice per customer covering all their ticked jobs.

The drafts wait at Draft on the Money Line. Hours already billed through Labour Billing aren't billed again.

Each job invoiced this way leaves the list and keeps its status. Move it on with Mark Invoiced on its page, which sends the customer no email.

Hours Worked, Week by Week

To bill time as it is worked rather than when a job finishes, see invoicing labour hours each week.

Recurring Invoices

1. On Invoices, choose Recurring Billing, then New Schedule.
2. Name the schedule, and choose the customer, how often it bills, the amount ex GST, the line description and the next invoice date. An end date is optional.
3. When invoices fall due, choose Generate Due Invoices. Each due schedule raises its invoice as a draft and moves on to its next date.