Can you make an invoice without any project?

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• How do I generate an Invoice that is not associated with a Project?

  You can create an Invoice without selecting a Project. To do this, go to the Menu and locate Invoices. Once here, you will see a + icon on the right side and selectin that will create a New Invoice that you can generate and perform actions as a ...

• How do I generate an Invoice from Change Order?

  You cannot generate an Invoice from a CO. The Invoice must be created first. See SOV (Schedule of values) within the project or Invoicing for detailed help. Methods one, from SOV select "Add Items to SOV" Drop Down, then Select Import CO and then you ...

• Adding a New Invoice

  Adding a New Invoice Contractor Foreman allows you to create and send invoices directly from the App. Required fields are marked with an Asterisk (*,) To create a new Invoice, go to Main Menu and click on Invoices. Fill out the customer field from ...

• How do I add Tax to my Invoice?

  To add Tax to the Invoice, go to the Invoice and enter Edit mode which is the pencil icon on the top right. Once in Edit mode, scroll down to the bottom where you see Tax/ Amount. Select that drop down and choose the tax you need applied to the ...

• Is it relevant to raise invoices that are free from any specific project?

  Yes! Many times, users would want to send Invoices that are not related to a specific Project. In those instances, Invoices module can be used to generate an Invoice without associating it with any Project.