Why Can't I Create an Invoice Separately or Individually?
House of Yards App: Creating Invoices Individually
Marie C.
Last Update hace 10 meses
Q1: Why can't I create an invoice separately or individually in the House of Yards app?
A1: In the House of Yards App, invoices are only generated after a job is created, completed, and approved. This workflow ensures that no invoice is accidentally generated without a job being performed. This process helps maintain accuracy and accountability in your billing.
Q2: How does the invoice generation process work?
A2: The invoice generation process in the House of Yards app involves the following steps:
- Create a Job: You start by creating a job within the app.
- Complete the Job: Once the job is finished, mark it as completed on the job detail page.
- Approve the Job: Approve the job with a simple click on the job detail page.
- Automatic Invoice Generation: After approval, an invoice is automatically generated by the system.
Q3: Can I manually create an invoice without a job being completed?
A3: No, you cannot manually create an invoice without a job being completed and approved. This restriction ensures that all invoices correspond to actual work performed, preventing any accidental or erroneous invoicing.
Q4: Where can I find the generated invoices?
A4: After an invoice is generated, it can be viewed in two places:
- Job Detail Page: You can see the invoice directly within the job detail page.
- Invoices Section: All invoices are also collected under the "Invoices" section from the left menu, allowing for easy viewing and searching.
Q5: How can I download or send an invoice to a client?
A5: Once an invoice is generated, you have multiple options:
- View the Invoice: Open the invoice from the job detail page or the "Invoices" section.
- Download PDF: Download a PDF version of the invoice for your records or offline use.
- Send to Clients: Click the "Send Invoice" button to email the invoice directly to your clients.
Q6: What should I do if I need to make changes to a job before generating an invoice?
A6: If changes are needed, ensure all job details are updated before marking the job as completed and approved. The invoice will reflect the finalized job details once generated.
Q7: How can I search for specific invoices?
A7: You can easily search for specific invoices in the "Invoices" section from the left menu. This section provides a comprehensive view of all invoices with search functionality to locate specific ones quickly.
