💡FAST FACT
When integrated, finalising a job will sync the job data with your accounting system. The invoice or quote will then be sent from your accounting system, so you maintain the look and feel, reporting, etc that you know and love!
📱 MOBILE
Enter the JOBS SECTION of the mobile app.
Select EDIT JOBS.
Select the JOB you wish to finalise. If you have not yet created the job, see HERE.
Click FINALISE JOB.
From here, you can make several changes as follows.
Change the job type between Invoice and Quote.
Adjust the Due Date by selecting a predefined range or a custom date.
Apply surcharges and discounts by clicking the Price Change button.
Invoice/Quote Style can be selected. For more info on the style, see HERE
Once you are happy with the selections, click SEND.
If integrated, the data will sync with the accounting package.
If not integrated, you will be directed to email the PDF invoice to your customer.