So you want to create an invoice with blazing speed? One-click invoicing is finally here! No longer do you have to create a ticket and estimate before getting to the invoice. Simply click the “Add Invoice” button from the invoices page.
Same goes for estimates. You can now create a new estimate without first creating a ticket. This should save you time if you want to jump right into getting your customer a quote.
How it works
First, things have not really changed. We simply streamlined a few things. When you use the new one-click invoicing, the related items like the ticket and estimate are still there. They are just created behind-the-scenes for you. In addition, the ticket itself will be hidden since it will be set to the closed status. This way, the only active item you’ll have is the invoice.
How to use it
Simply browse to Transactions > Invoices or Transactions > Estimates. You will see the new Add buttons in the top-right corner.
Please Comment Below
So what do you think? Does this new feature help speed things up in your business? How would you improve it? Comment below!