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

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
  1. Open the relevant project in MeasureSquare CRM.
  2. Click on the SOV tab to access the Schedule of Values for the project.
  3. Select the payment application you want to convert into an invoice.



Step 2: Preview the Payment Application & Create Invoice
  1. Click Preview to review the details of the payment application.
  2. Ensure all values and details are correct before proceeding.
  3. On the right-hand side, under the Invoices section, click Create Invoice.



Step 3: Select Line Items
  1. In the pop-up window, verify the line items to be included in the invoice.
  2. Ensure the correct Name, Price, and Quantity are selected from your SOV.
  3. If the line item is already a lump sum, check the "Ignore quantity and price" option to avoid rounding issues.
  4. Click OK to proceed.


Step 4: Fill Invoice Details
  1. Enter the required invoice information:
    1. Invoice #: Automatically generated or manually input.
    2. Invoice Date: Select the date.
    3. Due Date: Set the payment due date.
    4. Terms: Choose payment terms (e.g., Net 15).
    5. Bill To: Add the customer's address.
    6. Subject: Provide a brief description of the invoice.
  2. Once all details are filled, click Save to finalize your invoice.


Step 5: Review and Share your Invoice
  1. After saving, your invoice is ready to be sent out
  2. Sharing options include:
    1. Email the invoice to the customer.
    2. Download or Print the invoice for records.
    3. Share the invoice link directly from MeasureSquare CRM.
      1. This will mark the invoice as "sent" and be updated in the banner so be sure to send it out immediately!


Additionally, you may reach out to our Support team at +1-626-683-9188 or anytime at support@measuresquare.com