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Create an invoice from a job/sales order for the full amount

Create an invoice for 100% of a job/sales order's value using an invoice pre-build, then see how much of the job has been invoiced.

1. Open the Job/Sales Order and click 'Create Invoice'

Job/Sales Order toolbar with the purple Create Invoice button highlighted among the create document buttons

2. Select the required invoice pre-build

Create Invoice dialog with the Pre-Build dropdown highlighted, set to 1 - Standard, and Standard invoice type selected

3. Click "Create"

Create Invoice dialog with Standard invoice type and 1 - Standard pre-build selected, Create button highlighted

4. The invoice is created and you see and use the link back to the Job/Sales Order at the top of the screen

Invoice screen with the JB1336-1 Draft link at the top highlighted, linking back to the Job/Sales Order

5. On the Job/Sales Order you can easily see how much has been invoiced

Job/Sales Order financial summary with Forecast, Actual and Net columns, highlighting the Net Invoiced: £261.00 figure

Learn more: invoices in Zigaflow

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