PREREQUISITES

  1. You have completed the works for a customer and the status of the corresponding job has been set to Completed.
  2. If you are using Xero or QuickBooks Online to manage your finances and accounts, the integration feature in Loc8 has been enabled to facilitate data exchange between Loc8 and the accounting software. It's easy to turn on the integration. To know more, please read the articles on Loc8's integration with Xero and Quickbooks Online

Creating an Invoice

STEP 1 Go to the Invoices page.

STEP 2 Open the Invoice creation wizard and fill in the customer details.

STEP 3 Add the jobs to be invoiced.

STEP 4 Review the displayed line items and if required, you may add other additional charges here.

STEP 5 Create the invoice. 


The new invoice will now be available in the Invoices tab as draft. The details of the invoice will be accessible to you as a live html file, no matter what the status of the invoice is.

 You can use the web link to share it with another contact, save the invoice as PDF or print it out.

The next step is to log into your accounting software (Xero or QuickBooks Online) and carry out the processes of settling finances with the customer. 

As detailed in the articles under the Integrations section, all changes in the accounting software will be updated constantly in Loc8, so you'll have the invoice status or addition of line items in Loc8 in sync with that in Xero or Quickbooks Online.

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