How To Properly Close Invoices

Hey guys,

My invoice report is all out of whack so I thought that it would be a good idea to show you the exact steps to properly close a job and invoice the customers!

If you don’t do it this way, it doesn’t link the job to the invoice. It doesn’t sound like much, but it messes up a lot on the back end.

So, with all that being said…

Step 1

Click on the job to open it!

Step 2

Hit “Mark Complete” to complete the job!

Step 3

Click “Create Invoice Now” to create an invoice!

Step 4

Fill in your invoice and hit SAVE!

Step 5

Review it. Make sure that the invoice contains a dank amount of information. More is better.

I can’t stress that enough… More detail is better!

People want to know what they’re paying for.

Billy and Eric Cho have some legendary invoices. Price complaints go down drastically when you explain what you’re charging for.

When you’re satisfied, hit Review and Send!

Step 6

Hit Next.

Step 7

Hit Send by email.

Step 8

Hit Send.

Thanks, gang!

I appreciate you!