Create a Product Invoice

Create a Product Invoice

Product invoices can be generated separate from recurring charges or appointments/proposals/tickets. For example, if you need to invoice your customer for time or equipment/materials, you can generate a single 1x P invoice from their account. 

Navigate to the customer account. Click Invoice History>Click Insert>Select Product>Click OK.

Click Insert>Click magnifying glass on Part ID>Search & select Part ID.

Taxation:
  1. ​Check the Taxable box if the product is taxable.
  2. Leave the box unchecked if the product is non-taxable.
Optional Invoice Text:
  1. ​Add any desired text to be printed on the invoice.
  2. ​If text was added, select Print on Invoice.
Click OK to save the line item.

Repeat steps for additional line items>Click OK to save

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