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 normal Invoice without any Projects associated with it.
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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 ...
Does a Service Ticket have to be associated and linked to a Project?
Service Ticket does not have to be associated or linked with a Project.
How do I generate an Invoice from a Work Order?
To generate an Invoice from a Work Order, open the Work Order and scroll down to the bottom right to the Actions dropdown. Click the drop down and from here choose the Create/ Modify Invoice and a new Invoice will be created for the Work Order.
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 generate an Invoice from the Schedule of Values?
To generate an Invoice from the Schedule of Values (SOV) simply click the 3 Dot Menu item in upper right corner of screen and select Add Invoice.