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. Choose how to send the invoice
Using QuickBooks Online: click Open Invoice in QuickBooks Online to open the invoice in QuickBooks, then send it from there.
Using SynkedUP Payments (or not using QuickBooks): click Close, then continue to step 9 to view and send the invoice from SynkedUP.
9. Click here to see the invoice
Once the invoice is open, click the orange Send Invoice button to email it to the customer (SynkedUP Payments path).
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.