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Why Don't I Have a Create Invoice Button?
Why Don't I Have a Create Invoice Button?
Two reasons why the Create Invoice button might not be showing up under the Invoicing tab
Fred Pape avatar
Written by Fred Pape
Updated over a week ago

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:

  1. At least one Workarea needs to be Approved

  2. 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.

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!

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.

Hopefully, this clears up any issues you may be having!

If you have questions, drop them in the blue chatbox and we'll help you out!

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