Create an invoice

Create standalone invoices or generate them from work orders and quotations.

Use Invoices when you want to bill a customer directly from OutSmart.

You can create an invoice in three ways:

• create a standalone invoice
• convert a work order into an invoice
• convert a quotation into an invoice

When you send an invoice, it becomes final.

You can no longer edit or delete it afterward.

Create a standalone invoice

1

Open Invoices

Go to Invoices in the left menu.

2

Start a new invoice

Click Create new invoice.

3

Fill in the invoice

Add the customer, lines, totals, and any other details you need.

Then click Save.

4

Finalize the invoice

Choose E-mail to send it to the customer.

Choose Manual when you want to mark it as sent without sending an email.

You can also open a customer through CRM and create a new invoice from the customer card.

Create an invoice from a work order

1

Open the work order

Open the completed work order from the Scheduler or the work order overview.

2

Choose Invoice

Open the action menu in the top right.

Select Invoice.

3

Review the generated invoice

OutSmart copies the relevant work order data to the invoice.

That includes used materials and hours.

4

Save and finalize

Add any missing details.

Click Save.

Then send the invoice by E-mail or finalize it with Manual.

Create an invoice from a quotation

Only quotations that were sent to the customer can be invoiced.

1

Open the quotation

Open the quotation you want to invoice.

2

Open Other

In the top right, click Other.

3

Choose Invoice

Select the option to create an invoice.

4

Review, save, and finalize

OutSmart copies the quotation data to the invoice.

Check the details, click Save, and finalize the invoice by E-mail or Manual.

Frequently asked questions

Can I edit an invoice after I send it?

No.

A sent invoice is final.

Use a credit invoice if you need to reverse it.

Can I create an invoice from a customer card?

Yes.

Open the customer through CRM and start a new invoice there.

Can I invoice multiple work orders together?

Yes.

OutSmart can bundle work order data into one invoice.

Related topics

• Credit an invoice
• Create an invoice scheme
• Work Orders
• Quotations