How to create an invoice

Note

In order to create an invoice for a job, the job must have an active contract first.

There are two ways to create an invoice for a job, from the job itself, or from the Invoices section in Knowify. 

From a job, navigate to the 'Contract and Change Orders' tab and select 'Invoice Now'

This will prompt you to create your invoice, including specific settings, (such as invoicing by percentage vs dollar amount, or of you want to include line item details.) as well as how mush you are invoicing each line item. Select 'Confirm' once finished.  

From here, you can preview the final invoice and make any last minute adjustments! Select the items on the left side of the screen to change what is being invoiced for, or use the buttons at the top right of the page to 'Save as a Draft' 'Verify & Finalize' to finalize the invoice, or 'Preview Invoice' to see what the document will look like when sent to your clients/ printed 

Information

AIA invoices cannot be saved as a draft.

From the Invoices section, click 'Add New Invoice' at the top right of the page:

This will prompt you to search for the job/ client you would like to invoice for:

Once the job is selected, Knowify will begin the invoicing process, as outlined above!