How to turn an accepted quote into an invoice

Topic

Once a job is done you can raise an invoice from its accepted quote — carrying across the line items, plus any variations, expenses and machinery time recorded against the job.

Instructions

1. 1
   Open the job and check it's ready to invoice.

   Confirm the billing type and that any variations or expenses are captured.

2. 2
   Click Create invoice.

   WorkshopMax compiles the quote lines plus billable extras into a draft invoice for you to review.

3. 3
   Adjust anything you need, then set the due date.

   You can override compiled lines before sending.

4. 4
   Send the invoice by email, or Send via Xero if connected.

   Sending via Xero includes a pay-now link and the status updates automatically when it's paid.

Additional Information