This article with cover the steps of sending an invoice to your customer. This step is ideally completed at the end of the job and requires confirming the invoice date, terms, invoice documents, and email templates to use when sending the invoice to your customers. For more information on how to manage invoices through Supermove, refer to the Accounting: Invoices - Get Started article.
Important: Sending an invoice will replace the Emailing and Printing an Invoice steps
Navigate to the Invoice section on the move project page
Click on 3 Dots Actions Menu
Click Send invoice
Note: You can only send invoices when the job has been complete
Enter Invoice Date and Payment Terms
Confirm the selected Invoice Template, Email Template, and Email Receipt Template are the correct ones and select Save & Send
Important: By default there is no Receipt Email Template selected meaning no receipt email will be sent out. If a receipt is selected, anytime a payment is made on the invoice (even if the invoice wasn't sent), a receipt will be sent automatically. Invoices receipts template should only be set on projects that are invoiced AFTER the project is complete.
Note: If the invoice date is scheduled for a future date, the invoice will appear as "Scheduled"
When the scheduled invoice has been sent, the status of the invoice will update to Unpaid
Tip! If you happened to make a mistake in the invoice, you can continue to edit and resend the invoice after it's been sent to the customer. The next time they click on the invoice link they will see the most up to date invoice.
Viewing an Invoice
Invoices can be viewed by navigating to the Accounting Invoice Tab
Navigate to Accounting > Invoices and click on the Invoice Number
You can view the invoice (it will be the same as the view your end customer will see). Note: You can click on "Download PDF" to download a copy of the Invoice if required