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Progress invoice example for Public Relations

welcome to job progress my name is Mike and today we're gonna be talking about how to create an invoice the first thing I would like to point out is that in order to create an invoice and job Progress you must be in or passed your job awarded stage so for double D construction their job awarded stages work I'm gonna simply click and drag and move us over to invoicing so now that I'm ready to go ahead and create an invoice let's click on financials on our bottom left-hand side I'm gonna click on financials and my screen will redirect your total job price should already be entered in from your contract but if not now's a great time to go ahead and enter that in by clicking on your little pencil icon once you ever told job price entered you can click the big blue create invoice button in the top right hand corner so if I go ahead and click on that my screen is gonna pop up with a new window and I'll be able to edit the activity for this particular line item so I'm just going to go ahead and type roofing in if I were to add in a discount I could simply add in a new line item type in my discount put my negative before my quantity and then continue to type in my rate once I complete this I can hit the create button and now my invoice is going to be created I want to view my invoice I can simply click on the view invoices button in the top right corner and I'll see the file that I have created right here I can click in it open it up take a quick look and perfect I see everything that is needed for the job I can quickly click back and take a quick look at the icons that I have underneath this file your eyeball is going to be to view your invoice your envelope is to email your pencil is to update your chain link is to link with a proposal your trashcan is to delete and your dollar sign is to pay in full so if I quickly click back I can then go ahead and receive a payment by clicking on the plus sign in the receive payment tile once I click on our plus on the first thing I want to point out with significance is the link to invoice button this is very important because it is going to allow all your financials to respond correctly when looking in your reports so I'm gonna click link to invoice choose my invoice and begin typing in my received payment amount so let's say that we got in ten thousand you'll see here that the pending amount will populate underneath where you chose your invoice and we could go ahead and choose our payment type maybe it was a cheque little check number in there and I'm gonna go ahead and hit save so perhaps at this time while sending out the invoice a change order was instituted you can quickly click on your plus sign under change orders and other charges the same type of window is going to populate for you you can type whatever you need to type in your activity field your quantity your rate you can even have a customer sign for it and create it with an invoice so now as I go to receive a payment take note that there are going to be two invoices for me to choose from one is going to be my job invoice the other is going to be my change order I'm gonna put them on now for 5,000 choose my payment type as a credit card this time and then go ahead and hit save at this point take a look at our cumulative invoice which can be located next to a mount by clicking on our eyeball you can see here that our change order is in all of our payments and our invoice is paid and do if you have any further questions you could reach to our progress at support at job progress comm and we can assist you further look take care have a wonderful day