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.

    

    

   

    

    

   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 at the start of a job for deposits or during the course of a job to invoice the client for part of the work undertaken.

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.

Read more on the Invoice worksheet

Read more on adding items to an Invoice