Creating Invoices in Invoice Management

Invoices can be one-time or recurring.

Adding One-time Invoices
Adding Recurring Invoices
Adding Line Items
Printing & Emailing Invoices

Adding One-time Invoices

Individual invoices are accessible from the Invoices tab. Invoices are default sorted by status.

1. In Invoice Management, open the Invoices tab.
2. Click + New Invoice.
3. Fill in the information. Required fields are marked with an asterisk (*).
   • Customer & Location*
   • Invoice Date*
   • Payment Terms*
   • Due Date* - Generated based on Payment Term and Invoice Date.
   • Reference Number - Automatically generated if left empty.
4. Click Save to confirm.

Adding Recurring Invoices

1. In Invoice Management, open the Recurring Invoices tab.
2. Click + New Recurring Invoice.
3. Fill in the information. Required fields are marked with an asterisk (*).
   • Invoice Type* 
     • Standalone
     • Customer
     • Location
     • Both
   • Frequency* - Monthly, quarterly, or annually.
   • Day of Month* - Between 1 to 31.
   • Start Date* - When the invoice begins generating.
   • End Date* - Last possible date the invoice generates.
   • No End Date - If enabled, individual invoices from this module will generate until the recurring invoice is deleted.
   • Payment Terms*
4. Click Save to confirm.

Adding Line Items

1. In the Line Items subtab, click + New Invoice Line Item.
2. Fill in the information. Required fields are marked with an asterisk (*).
   • Type* - Service or Supply.
   • Line Item* - Select any Master Line item, or choose Add New Line Item to define the Item Code, Type, Rate, and Description.
   • Tax Detail* - Tax percentage.
   • Rate* - Cost per quantity.
   • Qty* - Total item quantity.
   • Tax Amount* - Generated based on 
   • Total Amount* - (Rate x Qty) + Tax Amount.
3. Click Save to add the line item.

Printing & Emailing Invoice

Email

1. Click the Email icon in the Actions column.
2. Fill in the information. Required fields are marked with an asterisk (*) 
   • From - The account owner's email address.
   • To*
   • To (CC)
   • Subject* - Email subject.
   • Body - Additional text included in with the invoice details.
3. Click Send to confirm.

The invoice will be attached to the email as a PDF.

Print

1. Click the Print icon in the Actions column.
2. A printable version of the invoice will open in a new tab.

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.