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Success Checklist: How to Create and Send an Invoice

In this article we will show you how to create and send an invoice.

Fred Pape avatar
Written by Fred Pape
Updated over 3 weeks ago

Creating An Invoice In SynkedUP

1. Open the job you want to create an invoice for

2. Click "Invoicing"

3. Click "Create New Invoice"

4. Click this search field if you want to match your payment schedule from the approved proposal.

5. Select the payment you want to invoice

6. Edit any work area amount (if needed)

7. Click "Create Invoice"

8. Open in QuickBooks Online or click "Close"

9. Click here to see the invoice


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If you have any questions, please don't forget to use our chat box in the lower right-hand corner of your screen. We will be more than happy to help you.


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