How to Create an Invoice or PO
Navigate to your project: Open the specific project dashboard you are working on.
Access the Estimate: Click on the Estimate tab in the navigation menu.
Open Options: In the top right corner of the estimate view, click the Options button.
Select Document Type: Choose either Create an Invoice or Create a Purchase Order from the dropdown menu.
Choose Line Items: You will be prompted to select the specific line items or categories you want to include in the document. You can select individual items or use the bulk selection tool.
Confirm Creation: Once your items are selected, click Create Invoice or Create Purchase Order.
Auto-Generate Content (Optional): On the document draft, you can click Generate to use AI to automatically create a title and description based on your selected line items.
Review and Finalize: Review the draft and make any necessary adjustments to the line items or details. When finished, click Save to store the document or Preview & Send to deliver it to your client.
Troubleshooting
Missing Line Items: If you cannot find a specific item from your estimate, ensure it wasn't already fully billed or ordered in a previous document.
Generate Button Not Working: Ensure you have selected at least one line item with a description, as the AI uses this data to generate the document title.
FAQs
Can I edit the price of an item after it’s been pulled from the estimate? Yes. You can make adjustments to the line items on the invoice or PO draft before final saving.
Can I include items from different categories in one invoice? Yes, the selection screen allows you to pick any combination of line items or entire categories from your estimate.