1. Tap Create Invoice
   1. alternatively, use the task shortcuts button > Create Final Invoice.
2. Choose if you want to add items to the invoice, using the quick options:
   

   Quick Total

   Enter a quick total for the invoice (Tax Ex but you can switch to Inc if necessary) and tap Create Invoice. This will enter a line item for this amount with the description ‘Total for Completed Work’.

   Prefilled amount

   The Prefilled amount will be for the:

   - Quoted amount of the work, if a quote was raised against the task (unless the value of the quote was $0.00)

   - Total amount of the task, if the task was not quoted, or if the quote was to the value of $0.00

   - Remaining amount of the above, if part invoices have been raised.

    

    

   

    

    

   Percentage Remaining

   Raise a calculated line item using the percentage calculator. This is ideal for invoicing a percentage of your quote (such as a deposit) and then invoicing the remaining balance later. See Add items to an Invoice for full instructions.

    

    

   Quoted Items

   Displays if the task was created from a quote.

   Adds all line items from your quote.

    

    

   Task Items

   Adds all line items from your task.

    

    

   Task SOR Items

   Displays if your task has SOR items recorded on it.

   Only adds SOR items from your task to the invoice.

    

    

   No Items

   Creates an invoice with no items. You can add items to the invoice at a later stage.

    

    
3. The Description is pre-filled with the task name and task description. Edit as required, or tap Description to use a description template.
   

   Description Templates

   Description templates can be set up by a Site Administrator, or created on the fly by Admin users in AroFlo Office. Instead of manually entering information on a small device, Field users can select a number of descriptions (one at a time) to build up a detailed description. For more information, see Description Templates.

    
4. Tap the Notes tab to add any notes relating to this invoice for future reference (optional).
5. To review items added to the invoice, or to add further items, tap the Items Total tab > View / Edit Invoice Items. Confirm invoice items are correct. Tap an item to view or edit details. See Add items to an Invoice for more info.
   

   Any changes made to invoice items will not affect the actual costs booked on the job. See Add items to an Invoice for more information on adding items.

    
6. Save any changes.
7. Tap < Invoice (top left corner) to return to the Invoice Worksheet. 
8. Capture a signature if required (optional).
9. Email the invoice to the customer (More tab > Email).
10. Record any payments received (Payments tab).

Part invoices are used during the course of a job to invoice the client for part of the work undertaken, but can be used at the start of a job for deposits.

To create a part invoice for an open task:

1. Tap the More tab > Invoices, or the Invoices tile on the Overview.
   

   Both of these areas contain a counter telling you how many invoices are attached to the task.

    
2. Tap the (green plus button) then tap Part Invoice.
3. Follow the instructions as above from step 3, ensuring you add items to your invoice, and send to your client.

If working on a quote, you can set an invoice to be automatically created once your quote has been accepted by your client.

1. Look for the Invoice on Acceptance section on the quote and tap (grey pencil), or
   1. Tap the More tab > Invoice on Acceptance
2. The default deposit percentage is 10%. Edit this if necessary (Invoice For field). Tap % to switch to a dollar amount. The total of the invoice will be calculated and shown.
3. The line item description defaults to ‘x% Deposit’ or ‘$x Deposit’ if you used a dollar amount. Tap if you want to customise this, or to use an Invoice Line Item description template.
4. Save.

After saving, an orange banner displays at the top of the quote to show that an invoice will be automatically generated. Tap this to show the Invoice on Acceptance again, in case you need to edit anything or delete the settings entirely.

From here, continue with adding items and working on your quote as necessary. Once your quote is approved and accepted, the deposit invoice will be automatically generated and sent to your client, if using Online Quotes and Invoices. See Automated Deposit Invoicing for the full workflow.