How to Create an Invoice in MeasureSquare CRM

How to Create an Invoice in MeasureSquare CRM

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


Creating an Invoice
Info
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



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