If you wish to invoice a job before it is completed, you can do this by adding a Billable Product and a Non-Billable Product to the job. The important thing to remember when you add the job is to tick the billable line as done, this will send the billable line to the invoicing page where you can post the invoice.
To create the Products
Go to Account > Products
Click on the Add Product Button
Create a Product and tick the Non- Billable box
Create another Product the same, but leave the Non-Billable box unticked
To create the Job
Add a new job
Select the Billable Product for the first line and tick it as done (this will send the job line to the Invoicing page.
Click Copy Row
Change the Product on the second line to the Non Billable Product
Click Save (Exit)
This will send he Billable line to the invoicing page, and the non billable line will go to the drivers app
Post the Invoice
Post the invoice as you normally would. More info here if needed.
Need more help?
Reach out to our MyTrucking Experts from the Messenger or search for more Help Articles.
