How to create an invoice from the backend

From any screen, select the Invoices tab on the left sidebar

Select + New Invoice

Begin filling in the top columns with the appropriate information (PO Number, Technician, Etc.)

>>> TIP: In the Property Column, select from the dropdown the building you are creating the invoice for and the property address will automatically fill in

To begin adding invoice items, click Add Line Item and type in the information accordingly

To add notes to the invoice, scroll to the Note box and click Edit Note

Type into the box what you'd like to appear at the bottom of the invoice (i.e. terms of payment, mailing address, etc.)

Click Save when done

To save the invoice and generate at a later date click Save

To save generate the invoice and send it from inside Inspect Point click Save and Send

>>>A popup screen will appear on the screen with a preview of the proposal

To adjust the body of the email that will be sent, click on the Body box and add/remove any text

When done click Send and Close

>>>The proposal will be emailed to the designated contact (see below) and you will be redirected to the Invoice Listing screen