The Synchroteam mobile application allows you to create a quotation or an invoice for the job you are working on. Quotations or invoices created within the mobile app are synchronized with the backoffice, where the manager can review and send them to the customer.
How to create an invoice?
To create an invoice, choose the "Invoicing" tab inside the job.
Slide the screen to the left.
Hit the "+" button.
Choose "Add Invoice".
To add a new item, tap on the empty item.
Choose the part/service you wish to add
After selection, the unit price (1) and the applied taxes (2) are pre-filled.
Then you need to:
- Enter the quantity (1)
- Enter a discount, if necessary (2)
- Hit the "Add" button (3)
- The tax inclusive total is displayed (4)
The item is then added to the invoice.
If you want to add another item, you must hit the "+" button.
Should you wish to remove an item, tap the X (top right - 1).
You will need to confirm removal
After confirmation, the item is removed from the invoice.
As long as you have not synchronized your data, you can delete the invoice from the mobile app by tapping the "Trash" icon (1).
How to create a quotation?
Creating quotations is very similar to creating invoices
The only difference is that you tap on the "Add Quotation" button (1)
You can add an item.
You need to enter the amount (1) and discount (2) if necessary, and tap on the "Add" button (3).
Item removal (1) and quotation removal (2) work in the same manner as for invoices.