Invoicing Options

The invoicing feature must be configured for your company, and you must have the necessary permissions to access the “Invoices” menu. If you don’t see this and think you should have access to invoicing, let us know.

Invoices can be created in 2 ways:

  1. By using tickets list
  2. Directly through the Invoices Menu

You can edit existing invoices by selecting clicking on the ellipsis button in the right column of the desired invoice row.  From the menu options, choose “Edit”. This will open the invoice and allow you to edit it.

You can also select to print or email an invoice via the menu button. If the status is not marked as sent, the invoice can also be deleted via one of the menu options.

Click on the “add new” button to create a new invoice.

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