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Create an Invoice from a Job

(Draft → Posted)

Updated on 3/25/2026
1 Minute to read

Create invoice

  1. Open the Job

  2. Click Create Invoice

  3. Invoice opens in Draft

  4. Check:

    • client details

    • line items (labour/materials/callout)

    • totals

    • attachments (closeout pack if required)

  5. When ready, move to Posted

After posting

  • The invoice should be ready to export/send based on your finance workflow.

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