To create an Invoice from the Estimate in ConstructionOnline.
ConstructionOnline provides the most powerful cloud-based Estimating in the industry, giving users the ability to manage their Project Financials from Proposal generation through final Invoicing.
THINGS TO CONSIDER
- Company Users assigned to the Project must have permission to be able to create, edit, or delete an Invoice.
STEPS TO CREATE AN INVOICE FROM THE ESTIMATE
- Navigate to the desired Project via the Left Sidebar
- Select the Financials tab
- Choose the Invoicing category
- Click the green +Create New Invoice from button
- Select Estimate from the dropdown menu
- This will open the Create a New Invoice window
- Enter the Invoice information:
- The Invoice Number cannot be edited, but you use the Title field for what you need such as an internal numbering system, a title for the Invoice, etc.
- Select the Client from the dropdown menu in the Bill To field
- Choose if you'd like to include Company Overhead & Margin or Sales Tax, the Terms, Due Date, Status, and how much you want to Invoice
- Click Create
HAVE MORE QUESTIONS?
We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.