How to Bill an Invoice as a Lump Sum in MeasureSquare CRM

This article will guide you through the process of billing an invoice as a lump sum in MeasureSquare CRM.

Step 1: Open the relevant project and locate the Quotes or Bids section on the right hand side

For this example, we click on the approved Quote (QUO-00022119) to open its details

Step 2: In the Quote preview, navigate to the Orders tab

Step 3: Click the + Add button next to Invoice. This will open the Invoice creation window.

Step 4: In the Invoice creation window, switch to the Summary tab

Step 5: Check the boxes for Material and Labor to consolidate these items into a lump sum.

Step 6: Click OK to confirm the lump sum details

Step 7: In the Invoice worksheet section, you can review and add any additional descriptions or adjustments if needed. Click Save to finalize the invoice.

Once saved, the newly-created Invoice will display the lump sum details in the Item & Description section

For any further questions, please reach out to our Support team

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