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

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
Info
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 
Monday - Friday from 7:30am-4:30pm PST: (626) 683-9188 ext. 3
All Hours: support@measuresquare.com


    • Related Articles

    • How to turn your payment application (SOV) into an invoice in MeasureSquare CRM

      In this article, we will over on how to turn your SOV into an invoice in MeasureSquare CRM. This article applies to the MeasureSquare CRM. Step 1: Navigate to the SOV Section Open the relevant project in MeasureSquare CRM. Click on the SOV tab to ...

    • Stripe Integration with MeasureSquare CRM

      In this article, we will cover an how to integrate with Stripe and how it's used in MeasureSquare CRM This article applies to MeasureSquare CRM version 1.38 and above. If you use Stripe to receive payments, and want to give customers an easy way to ...

    • Getting Started with MeasureSquare CRM

      In this article, we will show you the map to the tutorials covering the end-to-end workflow of MeasureSquare CRM. 1. Sign up and Trial How to Set Up your Trial Account and Invite Users on MeasureSquare CRM How to Sign in and Create an Account in ...

    • How to Import Contacts in MeasureSquare CRM

      In this article, we will cover how to import contacts into MeasureSquare CRM via CSV/XLS/XLSX, as well as QBO, Google, and Outlook. This article applies to MeasureSquare CRM. Steps to import contacts via CSV, XLS, and XLSX Step 1. From the homepage, ...

    • How to Import Companies in MeasureSquare CRM

      In this article, we will cover how to import contacts into MeasureSquare CRM via QuickBooks Customers or Local Files (CSV, XLS, or XLSX). 1. From the homepage, navigate to the Companies tab under Sales To import from QuickBooks Customers: Make sure ...