Once a job is finished, turning it into an invoice takes just a couple of clicks. CRMit pulls together the time and materials you logged along the way, so you bill the full value of the work. Here is how to invoice a completed job.
Open the job and set its status to Complete. This tells CRMit the work is finished and ready to bill.
From the CRMit menu, open Uninvoiced Jobs List. This gathers every completed job that has not yet been billed in one place.
Find the job you want to invoice and select it. You can search or filter the list if you have several waiting.
Choose to create an invoice from the job. CRMit builds a draft invoice using the details recorded against it.
Check the invoice lines carefully. They can include the billable time your team logged and any materials or billable items added to the job. Adjust anything that needs tidying up before you send.
When you are happy, save and send the invoice to your customer. The job is now billed and clears from the uninvoiced list.
Tip: Check Uninvoiced Jobs regularly so no work goes unbilled. It is the quickest way to spot finished jobs that are still waiting to be turned into cash.
With the invoice sent, you can brush up on building invoices from scratch or make sure your billable time is always captured first.
Book a quick demo and we will walk you through turning your finished jobs into invoices and getting paid faster.