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Success Checklist: How to Create and Send an Invoice
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 9 months ago

How to Create an Invoice in SynkedUP

1. Click "Invoicing"

Screenshot of: Click "Invoicing"

2. Click "Create New Invoice"

Screenshot of: Click "Create New Invoice"

3. Select the workareas you want to invoice.

Screenshot of: Select the workareas you want to invoice.

4. Enter the amount you want to invoice for each workarea.

Screenshot of: Enter the amount you want to invoice for each workarea.

5. Click "Create Invoice"

Screenshot of: Click "Create Invoice"

6. Choose whether you want to open the invoice directly in QuickBooks Online or not.

Screenshot of: Choose whether you want to open the invoice directly in QBO or not.

7. Click the dropdown here to review the invoice just created and send to customer.

Screenshot of: Click the dropdown here to review the invoice just created and send to customer.

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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