If you're trying to create an Invoice for a job and can't find the green Create New Invoice button, here are two things to check:
At least one Workarea needs to be Approved
You need to have Invoicing permission
This first video will show you how to check your workareas. The next video will show you how to turn on your Invoicing Permissions.
If pricing type is time and materials, make sure to have actuals (labor, materials, etc) recorded to the job in order to invoice.
If pricing type is per visit, make sure to have completed visits recorded to the job.
How to Mark your Workareas as Approved:
Step by Step:
Step 1:
If you have a screen that looks like this, check for an error message. If you have a message telling you that none of your workareas has been approved, you know what to do.
Step 2:
Click on a workarea that will be included in the job and turn on the approved toggle.
Save the job.
Step 3:
Now go back to the Invoicing tab and you'll see the Create New Invoice button!
Per Visit Pricing Type:
If the "Create Invoice" button is greyed out, it may be due to time cards not being marked as complete. Steps to Resolve:
Go to the job’s Time tab.
Locate the time card connected to the job.
View the time card by selecting its date and time.
Update the status of the time card to "Completed."
Resolving these issues should enable the "Create Invoice" button.
How to Enable Invoicing Permission:
Step by Step:
Step 1:
If you want to create an Invoice but your job screen looks like this, it's because you don't have a User Role with Invoicing permission.
You will need an Admin in your company to log into their account and turn on either Accounting or Administrator role for you.
Step 2:
After logging in, the Admin should go to Users under System Setup on the main menu and click on your username.
Step 3:
Scroll down to User Roles and turn on Administrator, Accounting, or both. Then hit Save.
That's it! When you log back into your account, you will see the Invoicing tab on the Project page. You can now create an Invoice.
Additional Troubleshooting Scenarios
Nothing Remaining to Invoice: If the "Not Invoiced" amount is $0, all items have been invoiced or paid. Verify details under the invoicing section and review historical invoices.
Completed Visits Already Invoiced: Confirm that completed visits have not already been accounted for in previous invoices. If so, further work will need to be completed before creating a new invoice.
Hopefully, this clears up any issues you may be having!
If you have questions, drop them in the blue chat box and we'll help you out!