- You have completed the works for a customer and the status of the corresponding job has been set to Completed.
- 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.
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 created in the Invoices tab and will also be available within the associated job.
Alternatively, you can create invoices from within the associated jobs. This has been discussed in the section below.
Creating Invoices from within a Job
STEP 1 Go to the Jobs page and open the completed job.
STEP 2 Review the summary of charges, and if the numbers are correct, create invoice as explained in the section above.
Once your invoice is created, you may then log in to your preferred accounting software and carry out the next processes of settling finances with the customer.