How to Add a New Invoice

To create a new Invoice, follow the steps below:

  1. Click Invoices on the left hand side
  2. 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

  1. Click on a Lead from within your Leads list, then click "Copy to Invoice" at the bottom right of the page
  2. 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

  1. Click on the Job, then click + Add Invoice at the top left
  2. That's it!
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