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Turning an Order into an Invoice
Turning an Order into an Invoice

Turn your Purchase Orders and Work Orders into Invoices for your clients.

Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

Turning an Order into an Invoice

Click the three vertical dots either on the Orders page or within the Purchase/Work Order itself.

Then click "Invoice."

It'll ask you to select an already created Invoice or to Create a new one.

To select an Invoice you've already created, click in the dropdown menu and select the Invoice you wish to add the items within the Purchase/Work Order to. Then click "Save."

To create a new Invoice, click the dropdown menu, then click inside the empty text field to enter the Invoice number you wish to create.

Once you've entered the new Invoice number click "Create: ..." then click "Save." If you selected an invoice number from the dropdown menu, click "Save."

If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.

Happy designing!

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