How To Add a Manual Invoice
To do this: Select ‘+ Add Invoice’. Enter the Invoice Type and the date you’d like to raise it (Please note this can be back
To do this: Select ‘+ Add Invoice’. Enter the Invoice Type and the date you’d like to raise it (Please note this can be back
To do this: Within your Contract, head to the Invoices tab and select ‘+ Add Invoice’. Enter the Invoice Type and the date you’d like
To do this: Click the edit button on the invoice you’d like to add a payment too. Scroll down to Payments and enter the date
To do this: Within your Contract, head to the Invoices tab and click the edit button on the invoice you’d like to edit. Click on
To do this: Head to the Job Cost tab under Finance. select the pencil edit button on the Job Cost you’d like to credit and
To do this: Head to the Job Cost tab under Finance and add a Job Cost as normal. Enter the relevant details. If you’d like
To do this: Head to your Main Menu, and select a Contract under Live Contracts. Click on the Purchase Order tab and select ‘Add Purchase
To do this: In your Main Menu, head to Admin and select ‘Manage Users’. Click the ‘i’ and this will load a detailed PDF on
To do this: From the dashboard, select ‘Contracts’ and ‘Live Contracts’. Select the contract you need and select the Finance tab at the right-hand side
Find the Contact/ Lead or Contract you are looking to send the attachment to. Click on their email within their ‘Contact Info’ Select template, or
Find the Contact/ Lead or Contract you are looking to send the attachment to. Click on their email within their ‘Contact Info’ Select template, or
Firstly find the Contract the Purchase Order is associated to. Click the ‘Purchase Orders’ tab. Press the email icon on the right-hand side. Choose Template
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