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Creating an invoice for a small job
Creating an invoice for a small job

There are two methods for setting up small jobs with no estimate

Matt Govett avatar
Written by Matt Govett
Updated over a week ago

  • Contract price: Use this method if you want to select the contract amount at the start of the job

  • Cost plus: Use this method if you want to purchase items then on charge that to your client

Contract Price job

  1. Click on "Jobs"

  2. Click the green "+" button to add a new job

  3. Complete the job and customer details

  4. From the drop down menu choose "Contract Price"

  5. Enter the total price of the job, and mark up

  6. Click "OK"

7. In the job that is created, click on the "Outgoing Invoices" tab
8. Click the second green "+" button to generate an invoice

9. In the invoice that appears enter a description
10. Enter an amount to invoice, or the percentage.
11. Click "Save & Send", a pop up will appear allowing you to choose the invoice type. Click "OK". A screen appears allowing you to add recipients, and attachments if necessary, click "Send"

Cost Plus job

  1. Click on "Jobs"

  2. Click the green "+" button to add a new job

  3. Complete the job and customer details

  4. From the drop down menu choose "Cost Plus"

  5. Enter mark up

  6. Click "OK"

7. In the job that is created, click on the "Purchase Orders" tab
8. Click the green "+" button to generate a new Purchase Order

9. In the Purchase Order that appears enter a "Contractor/Supplier"
10. Click the green "+" button to add items
11. The items will list below
12. In the drop down, choose "Received" to allow you to invoice

13. In the receipt that appears, enter the "Reference #" this is the Supplier/Contractor invoice number
14. Make sure the item quantities and prices are what you received.
15. Click "Save & Close"

16. Back in the job click on the "Outgoing Invoices" tab
17. You will see any PO's that have been received, tick the box next to the PO you want to invoice
18. Click on "Invoice order(s)", the invoice will pop up, complete as per usual
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