How Do I Create Manual Invoices from Estimates?

Creating a manual invoice is similar to filling out a paper invoice, except it is more flexible. You can charge a project with estimate details. You can edit various fields, apply taxes and add a miscellaneous amount to the invoice, if desired.

To create and process a manual invoice from an estimate:

1. Open Manual Invoice screen from the Billing menu.
2. Click New to create a new invoice.
3. Select a Project ID from the list.
4. In the Invoice Date field, enter or select the month, day and four-digit year from the drop-down calendar. The date defaults to today (the system date on your computer).
5. BillQuick Online automatically assigns an invoice number to it. If you want to edit it, click the field and enter another number. (BillQuick Online does not allow duplicate invoice numbers.)
6. Click Load From to open a panel and select the desired Estimate from the list.

7. Review or edit the estimate details displayed in the grid.

8. Enter or edit the ‘% Done’ value for the activity item to indicate how much work you have done.
9. Next, enter or edit the ‘% Done’ value for the expense item to indicate how much of the estimated expense has been used up. BillQuick Online indicates the expense items by the Exp check mark.
10. BillQuick Online calculates the Total amount for each. When ready, process, preview or print the invoice by clicking the appropriate option.
11. When you have finished, click Close.