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Generate an Invoice

Open Job Invoice Document

  • To generate an invoice for the customer, select the job and click the menu on right-hand side.

  • Under the ‘Reports’ section, select ‘Invoice’.

  • An Invoice based on the job estimate will be displayed in the Document Viewer, where you can also change the design of the invoice.

Please note that the profit margins configured for the job will be added to the rates entered in the estimate.

You can configure the logo and sales tax in the My Business Module Module.

Job Invoice Settings

  • The system automatically generates a number for the invoice. Enter a different invoice number if required.

  • By default, the invoice is issued with the current date. You can change the date if necessary.

  • Tick ‘Round price’ to show fractions of a cent in the PRICE column. Tick ‘Calculations & Takeoff” to show all measurements taken off in the estimate. Tick ‘Before job Markup’ to show all prices before job markups.

Below are examples of ‘Quantity Calculations’ and ‘Takeoff’.

  • Quantity Calculations
  • Takeoff

Export Invoice

  • To Print/Export your Invoice to a printer, a PDF file or HTML document click ‘Export’ in the top bar

  • Click ‘Create in App’ and then select the Company/Application to export to (ie Quickbooks or Xero). Learn how to connect an Application to CostMiner.

Updated on January 6, 2022

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