How do I make an invoice without a job?
Go to Invoices › New invoice, click Bill something else, without a job, pick the customer, add your lines, then Create the invoice.
Go to Invoices, click New invoice, then Bill something else, without a job. Pick the customer, add what you're billing and click Create the invoice. GST and QST are added for you.
Also called: invoice without a job, quick invoice, bill a part, sell over the counter, facture sans travail, facture rapide, vendre une pièce, job
Step 1: Start a new invoice
Open Invoices and click New invoice. If you have finished jobs to bill, they show first: click Bill something else, without a job at the bottom.
Click: Invoices › New invoice › Bill something else, without a job
Step 2: Pick the customer
Type a name, phone or email under Search a customer, then click them. Starting from the customer's record (New › Invoice) skips this step.
Click: the customer
Step 3: Add the lines
The window shows who it goes To, with their email or "No email on file". Under Lines, fill in Description, Qty and Price. Click Add a line for more, or Add from catalog to use a saved price. The subtotal, GST, QST and total show under the lines.
Click: Add a line › Add from catalog
Step 4: Create it
Click Create the invoice. You see "Invoice #… created", "Not sent yet." Click "Send to" the customer to email it, or View the invoice to open it. Undo deletes it if you made a mistake.
Click: Create the invoice
Good to know
Invoice lines are one-time charges. Maintenance plans that repeat are billed on their own.
The invoice gets the next invoice number and a due date from your payment terms.
You can ask Ask Alori: "Invoice Sarah Chen $250." An invoice made this way has only an amount, with no lines and no tax added: give the amount with taxes.
If Invoice ready is on in Settings › Automatic messages, the customer gets it a minute after you create the invoice.
If it doesn't work
Create the invoice is greyed out. A line has no description or a quantity of 0, or the total is $0. Fix the line.
"No email on file" shows under the customer. You can still create the invoice. To email it, add an email on the customer's record: the next screen offers "Add an email for" them.
"That didn't work. Try again." The invoice wasn't made. Try again in a moment.