Sending an Invoice

Overview 

This article with cover the steps of sending an invoice to your customer. This step is ideally completed at the end of the job and requires confirming the invoice date, terms, invoice documents, and email templates to use when sending the invoice to your customers.

Note: You can only send invoices when the job has been completed. If you're looking to share an Invoice earlier in the process, please see our How to Print Invoice article

Sending an Invoice

To both Send and Resend an invoice, please follow the steps below

Steps:

1. Navigate to the Invoice section on the Move Project page

2. Click on 3 Dots Actions Menu

3. Click Send Invoice

4. Enter Invoice Date and Payment Term
5. Confirm the selected Invoice Template, Email Template, and Email Receipt Template are the correct ones and select Save & Send
6. The invoice will now be updated to Scheduled

Important: By default (Step 5 above) there is no Receipt Email Template selected, meaning no receipt email will be sent out. If a receipt email is selected, anytime a payment is made on the invoice (even if the invoice wasn't sent), a receipt will be sent automatically. Invoice receipt templates should only be set on projects that are invoiced AFTER the project is complete.

Viewing an Invoice

To view an invoice that has been sent out, please see the steps below

Steps:

1. Navigate to the relevant Project Page and select Emails on the right Toolbar
2. Locate the Invoice email and click on it
3. Select the Press to View Link                   
4. This link is exactly what your customer will see and the Invoice can be downloaded from here

Tip: If you wish to freely generate an invoice without having to send it first, you will need to create an Invoice Document Tempalte in your Document Library. Once created, this template can be selected under the Documents +Add Documents flow