How do I generate an Invoice from a Service Ticket?

To generate an invoice from a Service Ticket in Contractor Foreman, go to the Main Menu and select Service Tickets from the modules. Find and open the Service Ticket for which you want to create an invoice.

In the open Service Ticket, click on the three dots in the top right corner. From the dropdown, select Create/Modify Invoice.

This will generate an invoice, automatically importing the items listed in the Service Tab of the Service Ticket into the invoice. You can further modify the invoice by adding, editing, or removing items as needed.

Once the invoice is finalized, you can send it to the client for payment. After the client has received the invoice, you can post payments when they are made to track the progress of the payment.