How to Create Invoices on FieldServicely?

Click on ‘Invoice’ on the left sidebar and click on the ‘+ Create New Invoice’ on the top right of the loaded page.

Provide:

  • Customer
  • Invoice Number, if you want to use a customer number and not the auto-generated unique one provided
  • PO Number
  • Issued Date
  • Due Date
  • Currency
  • Item Type
  • Description
  • Quantity
  • Unit Price
  • Taxes and Discounts
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