Create Invoices from the Estimate

OBJECTIVE

To create an Invoice from the Estimate in ConstructionOnline.

BACKGROUND

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

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Invoicing category
  4. Click the green +Create New Invoice from button 
  5. Select Estimate from the dropdown menu

    1. This will open the Create a New Invoice window
  6. Enter the Invoice information:
    1. 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. 
    2. Select the Client from the dropdown menu in the Bill To field 
    3. 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
  7. Click Create

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