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Creating an invoice for a small job

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

Written by Matt Govett
Updated this week

  • 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 "Create New" button to add a new job

  3. Select 'None Start with a Blank Job'

  4. Complete the job and customer details

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

  6. Enter the total price of the job, and mark up, and retention (if applicable)

  7. Click "Create Job"

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

10. In the invoice that appears enter a description
11. Enter an amount to invoice, or the percentage.
12. Click "Save & Send" to email the invoice to your client, or hit "Save & Close" to save the invoice to the job without sending.


Cost Plus job

  1. Click on "Jobs"

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

  3. Select 'None Start with a Blank Job'

  4. Complete the job and customer details

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

  6. Enter mark up

  7. Click "Create Job"

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

10. In the Purchase Order that appears enter the Description of the Order, Contact and Order details.
11. Click the green "+" button to add items
12. The items will list below - enter item information.
13. In the drop down, choose "Received" to allow you to invoice

14. In the receipt that appears, enter the "Reference #" this is the Supplier/Contractor invoice number
15. Make sure the item quantities and prices are what you received.
16. Click "Save (Mark order as received)" if the expense is finalised, or Save (Mark Order as Part-Received) to allow further invoices against these items.

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