Keep up to date on all our new features, tips and support. Read more about how you can use our Field Service Management software to manage your team.

Pro-Forma Invoices

Categories: Invoices, Jobs, New Features

Need to invoice and get payment before you start working on a job?  You can now raise pro-forma invoices against any job which you can send to your customer for pre-payment.

Open the details for any job.  At the bottom left hand side is a button marked [Pro Forma].  Click this button and a new tab opens up with a pdf pro-forma invoice which you can print or download and send to your customer.

Back to Blog

More Posts