How to Create an Invoice in MeasureSquare CRM

In this video we will be creating an invoice in Measuresquare CRM

Creating an Invoice

Info: Invoices are created from existing quotes or bids

Step 1: Access the desired document, we will generate an invoice from our quote in this example

Step 2: Select Orders from the Panel on the right

Step 3: Click +add next to Invoice

Step 4: Here we have the option to include or remove any products, material, or labor from the invoice

4a.

4b.

Step 5: Review information taken from the original quote

Step 6: customize your presentation to your liking

Step 7: Share invoice with client

Step 8: Track updated Status with Banner