You've sold the job, collected the down payment, started the job, collected a progress payment, and now the job's done. Here's how to create the invoice for the remaining unbilled amount.
Before creating the invoice, ensure there is a "Not Invoiced" amount remaining in the system by navigating to the Invoicing Console. This will confirm that an invoice can still be generated.
Watch the video below:
Step by Step:
Step 1:
Go to Projects on the main sidebar and then search for the job for which you want to create an invoice.
Step 2:
Click on the Invoicing tab.
Step 3:
The Unbilled amount shows you the amount for which you have not yet invoiced the Customer. Click on the green Create New Invoice button. If the "Not Invoiced" amount shows $0, it indicates that all amounts have already been invoiced, and no further invoices can be created. The "Unbilled" amount represents the outstanding total that has not been invoiced and can be used to generate a new invoice.
Step 4:
Turn on the toggles for all the work areas. It will automatically invoice for the entire remaining amount. Make sure you have your due date set accordingly and click the Create Invoice button.
Step 5:
You can now open this invoice in QuickBooks and either receive payment or send the invoice to the customer.
That's it! Let us know if you have any questions! Drop any questions in the blue chatbox in the lower right-hand corner.