How to Add a New Invoice
To create a new Invoice, follow the steps below:
Click Invoices on the left hand side
Click "Add Invoice" at the top left of the Invoices list
3. Click into the Customer field labeled "Enter a new or existing name"
4. There are three ways to enter the customer:
Begin typing to search, then click a Customer from the List
Click the drop-down arrow on the right side, then add a new customer by clicking "Add Customer" in the drop down menu
Click the drop-down arrow on the right side, then select a Customer
5. After selecting a customer, click Next
Tip: To build invoices super-fast, use Templated Item Groups.
How to Copy to an Invoice
mHelpDesk can copy a Lead, Estimate, or Job to an Invoice. When you copy an Estimate or Job to an Invoice, any items which are labeled "billable" will transfer to the new Invoice.
How to Copy a Lead to an Invoice
Click on a Lead from within your Leads list, then click "Copy to Invoice" at the bottom right of the page
That's it!
How to Copy an Estimate to an Invoice
There are two ways to copy an estimate to an invoice.
1. With Estimates that were created from a Lead
Click on the Estimate, then click More > Copy to Invoice
2. All other Estimates
Click on the Estimate, then click + Add Invoice at the top left
How to Copy a Job to an Invoice
Click on the Job, then click + Add Invoice at the top left
That's it!