Creating an Invoice from a Quote
Follow the steps below to create an Invoice from an Accepted Quote in Jobman. Before we start the process of creating an invoice from a quote, we need to make sure the quote has been updated to a status that can be invoiced such as 'Quote Accepted'. You will not be able to create the invoice otherwise. See: Quote Statuses.
Accessing Accepted Quotes
Under 'Quotes' from the user menu on the left hand side of your Jobman locate your quote by using the filters or search function as pictured below.
Invoicing from an Accepted Quote
Once you've opened the quote by using the process above, you'll see options to revise, email, print PDF or invoice.
- Click the 'Invoice' button as shown above inside the accepted quote.
- Choose your invoice type from the pop up. ie: Deposit Invoice, Full Invoice etc.
Select 'Group items into a single line' if you want to roll all Quote Items up into one line per tax type.
Example: all items with the tax type 'GST on Income' will show in one line & all items with 'BAS Excluded' will show in another line.
- Select the Quote Items you want to invoice.
- If you've selected partial or deposit invoice you can: enter the percentage you would like to invoice which can be changed for each Quote Item.
Enter the percentage or deposit amount you would like to charge in the 'Percentage' box - this will apply to all selected 'Quote Items' as shown below:
Finally, click 'Create'! This will take you through to the new invoice which will be sitting as a 'Draft'.
Need to update your invoice?
Check through the details of your invoice - due date etc. If any changes are required, simply click 'update', amend and save.
Tip: set default %'s for your invoices by going to:
Settings > Accounting > Invoice Types and updating the default % amount
Invoice % Warnings:
Create an Invoice from a Lead
Another helpful way to create an invoice from a quote is through your lead.
- From your lead, click the 'New' dropdown as shown below and select 'Invoice'.
- You will be taken to a blank invoice, to invoice from the quote select 'Add New' then select 'Quote'.
- A pop up will appear, choose your quote from the dropdown and click 'Create'.
- Using the steps above, set your percentages, select your quote items & create.
Invoice Numbers: are automatically generated, once the invoice syncs with your accounting software it will automatically override with your accounting softwares invoice number.
Tip: it is recommended to wait for your accounting software to sync before emailing or printing your invoice so the client isn't issued an invoice with the automatically generated invoice number.
Please Note: you must change the status of your invoice to 'Submitted' in order for this to sync across to your accounting software. If you need to update an invoice, it needs to be changed back to 'Draft' for any changes to be made.
Changing the Status: simply click on the current status to update.
Did you know? If you've connected your accounting software with Jobman, once a client pays an invoice this will automatically update the status of the invoice in your Jobman to 'Paid'.