Video Guides

Creating Invoices

Generate an invoice from completed work and keep payment details organised.

Quotes & Invoices ยท 0:26

Introduction

Invoices should follow the job, not sit in a separate spreadsheet. This video shows how to create one quickly.

What you will learn

  • Create an invoice from a completed job
  • Check line items and totals
  • Prepare the invoice for sending
1:40

Creating Professional Quotes

Produce a professional quote that shows labour, materials and totals clearly.
Coming Soon
1:10

Sending Quotes To Customers

Send the quote to your customer and keep track of whether it has been viewed or accepted.
Coming Soon
1:05

Recording Payments

Mark invoices as paid and keep a clear record of what has come in.
Coming Soon

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