Invoices

Link tasks to my invoice
There are 2 ways to link a task to an invoice; Open your draft invoice or create a new invoice Click on the link button next to tasks in the side panel o...
Tue, 1 Jun, 2021 at 2:19 PM
Print my invoice
Go to an issued invoice Click on print in the bottom left corner of the page The invoice will open in a new tab within your internet browser Simply clic...
Tue, 1 Jun, 2021 at 2:19 PM
Re-send my invoice
If you would like to send an invoice again after it has been issued, simply click on the re-send button: NEED TO INSERT A PICTURE HERE AFTER DAN FIXES ...
Tue, 1 Jun, 2021 at 2:19 PM
Reset my invoice
On an invoice in DRAFT status or a newly create a new invoice, after making unwanted changes to it before hitting Save, go to the bottom left hand corner of...
Tue, 1 Jun, 2021 at 2:19 PM
Save my invoice
Whilst a task is in draft you can save it Open your invoice or create a new invoice Make changes Click Save
Tue, 1 Jun, 2021 at 2:19 PM
Setup my invoice template
Go to the navigation menu at the top of the page Click on 'Invoices' > 'Settings' On the left hand side of the page select the Org...
Tue, 1 Jun, 2021 at 2:19 PM
Track the status until payment is received
After issuing an invoice you can update the status of the invoice up until payment is received. Go to your invoice At the bottom right hand side of the p...
Tue, 1 Jun, 2021 at 2:19 PM
Upload my own invoice
If you are already using your own software to generate your invoices you can still upload and issue them via JobFile to the Builder. This will allow you to...
Tue, 1 Jun, 2021 at 2:19 PM
View all of my invoices
To view all of your invoices; Go to the navigation menu: Invoices > List It will look similar to this:
Tue, 1 Jun, 2021 at 2:19 PM
Setup my invoice template
Go to the navigation menu at the top of the page Click on 'Invoices' > 'Settings' On the left-hand side of the page select the Org...
Tue, 1 Jun, 2021 at 2:19 PM