How do I markup a Bill and generate an Invoice directly to my Customer?
To make up a Bill, an invoice has to be generated. To do that, please open the Bill that you want to invoice to the customer with markup, scroll down to the bottom right and select the actions drop down. Here, choose generate invoice and the invoice gets generated. Simply open each item from the line items to Markup the amount and then add a customer to this invoice. You can then use the Actions drop down again and email this invoice to the customer.
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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 invoice the Customer for Service Tickets?
To Invoice a Customer for Service Tickets, go to the Menu and choose Service Tickets. From the list view, find the Service Ticket you wish to raise an Invoice for and click to preview. Scroll down to the bottom right to the Actions drop down and ...
How do I generate a Bill from a PO?
To generate a Bill from a PO, go to the Menu, choose Purchase Orders and select the PO that you want to generate a Bill for. Open the Purchase Order, scroll down to the bottom right and from the Actions drop down, select Generate a Bill.
How do I generate a Bill from the Sub-Contract?
To Generate a Bill from Sub Contracts, go to the Menu and choose Sub Contract. Select the Sub Contract you want to generate a Bill for. Scroll down to the bottom of the Sub Contract and go to the Actions drop down and from the drop down, select ...
What is the purpose of a T&M invoice?
The purpose of a T&M Invoice is to gather up the transactions over a period of time and bill them back to the customer. This is applicable when there isn't a fixed contract but is paid by the hour.