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How to create an invoice ? *new*

Last Updated: Mar 08, 2017 05:52PM CET
Synchroteam allows you to create invoices.

An invoice may be created for a Customer, for a Site or for a specific Job. In the case of an invoice related to a Job, the displayed address will be that of the Customer or that of the Customer's Site if you have indicated a Site.

Creating on a customer or on a site

Click on “Invoicing”



Click on the “Add” button



Select the client (1) and the site (2) if necessary and click on "Save"



Answer "Yes" to the pop-up



A pop-up tells you that the invoice is created and gives you its number. Then click on "Ok"



You can now enter the necessary information for your invoice:
  • Date of payment (1)
  • The statement of the Invoice (2)
  • The parts or services used (3)
  • Quantities (4)
  • Discount in % if applicable (5)
  • The Tax rate (6)
Do not forget to click on the "Create" button (7) each time you add a line.

Once your invoice is complete, you must click "Save" (8) to save it.


 

Create an Invoice for a Job

Select a Job then go into the details of this Job and click on the "Invoice" tab.



A pop-up asks you to confirm the addition of an invoice, click "Yes".



You can now enter the necessary information for your invoice:
  • Date of payment (1)
  • The statement of the Invoice (2)
  • The parts or services used (3)
  • Quantities (4)
  • Discount in % if applicable (5)
  • The Tax rate (6)
Do not forget to click on the "Create" button (7) each time you add a line.

If your technician has used parts during his intervention, you can import them into the invoice by clicking on "Import from parts & services" (8)

View and Print an invoice

Once your invoice is created by one of the two previous methods, you can generate it, print it and send it as a PDF to your customer by email.



Select your invoice (using the filter for example)

Click on the invoice number (1) then on "Print / Email / PDF" (2)



A new window appears showing you a preview of your invoice.

From this window, you can:
  • Print the invoice (1)
  • Download the invoice in PDF format (2)
  • Send it by e-mail (3)

 

Contact Us

support@synchroteam.com
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