Generating an Invoice

Once a Job has been completed it is now ready to Invoice.  Depending on your business options a generated invoice can be automatically emailed to your Customer or you may have elected to send Invoices from your Accounting System.

Generating an Invoice will always create a copy of a PDF for your records in Trades Assist.

This article will show you how to generate an invoice as well as how to consolidate invoices for customers who have multiple jobs and wish to receive one invoice for all completed jobs.

 

Generating an Invoice

  1. Click  from the Side Menu
  2. Click  from the expanded menu

  1. You will now see a list of all previously generated invoices


  2. Click  in the top right-hand corner to open a list of completed Jobs

  3. Click  to view quoted and actuals of the Job. If you need to adjust the job actuals select the  tab and  after all information has been entered.
  4. When you’re happy the Job totals are correct, Click the tick box  on the right-hand side of job to be invoiced.
  5. Click  to create an invoice.
  6. New invoices will appear in the Invoice list.
  1. The invoice PDF can be accessed by clicking  on the right-hand side. This will download a copy of the PDF to your local files.
  2. A copy of the Invoice PDF will always be accessible from your Invoice List.

Tip: Learn how to switch off email invoices if you have selected to always email invoices generated in Telstra Trades Assist to the Customer here.

 

Consolidated Invoices 

Tip: Consolidate invoices together onto a single invoice for customers who prefer to only receive one invoice for any work you have done for them. In order to do this, you will first need to turn on consolidated invoicing for the relevant customer.

  1. Click  from the Side Menu
  2. Click  and search for the Customer or scroll through the list and select them
  3. Click  from the tabs at the top
  4. Click the  next to  to turn it on 
  5. Click  to save your changes

  1. Click  from the Side Menu
  2. Click  from the expanded menu
  3. Click 
  4. Click next to the job’s from the customer you want to consolidate to a single invoice

  1. Click  from the bottom of the page
  2. Click  from the right-hand side to open the invoice
  3. The invoice will now show all the jobs you selected consolidated together

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