There are various ways to generate an invoice in Commusoft. Let's take a look at the options.
Create an invoice for a job
Learn how to create an invoice after a job has been completed to request payment from the customer.
Use the global search bar to locate the job you wish to invoice.
Open the job and go to the Invoices tab.
Click Add new invoice.
Select the Invoice Type.
Fill in the necessary invoice details.
To save as a draft:
Scroll to the bottom of the invoice form.
Click Advanced options.
Tick the checkbox for Save invoice as draft.
Scroll to the bottom and click Save Invoice.
Convert a draft invoice to an active invoice
Once you're ready to finalise and send the draft, return to the Job Overview page.
Go to the Invoices tab.
Click Draft Invoices.
Select View next to the draft.
Click Convert draft to invoice.
The invoice will now be active and ready for use.