Discover the Best WHMCS Invoice Template for Operations

Whmcs invoice template for Operations

when preparing quotes or invoices for big jobs breaking them down in a clear structured way helps your clients understand what they'll get or what they're paying for you can do this with servicemate by inserting section names between line items so if a job has many parts to it like when it's spread across several rooms in a house or you're performing various services to keep it clear you can break your quote or invoice down into sections this can also be an easier way for you to put it together aligned with how you like to scope and price certain jobs online to add sections to a quote or invoice add a new item and add the section name in the name field leaving the code blank and setting the quantity cost and price to zero you can do this as you go or add sections at the end just click the grab handle to drag and drop it into place then produce the quote or invoice keep in mind you'll need to use a template which itemizes your materials and services and the section names will display in a clean row on your PDF adding sections is much the same in the service made app tap to add a new item give the section A Name and leave everything else blank or zeroed out add them as you go or at the end just hold down drag and drop them into position then generate the PDF and that's how you break larger quotes and invoices into sections with this simple formatting clients will be less likely to misunderstand or hesitate to accept your quote or to question your invoice