Add an Invoice

One of the core features of Service Autopilot is automatic invoicing. Any time a Job is completed, and Invoice will be generated and created. You can also manually generate Invoices that are not tied to any Jobs. This article covers the process of adding an Invoice to a Client Account. 

To add an Invoice to a Client Account, use the following steps:

  1. Navigate to a Client Account.
  2. Under the "Accounting" header, click Add a Transaction
  3. Select "Add an invoice". 

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  4. Add details on the Add Invoice overlay. 

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  5. Click Save

 

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