How to create a draft invoice?
Firstly, your GeoOp Administrator needs to create a document template that will be used to create all your invoices in GeoOp. Check that article that explains how to create an invoice template (only available in the web version).
Once the invoice template is set up, simply head to the corresponding job and click + > Document. From the list of documents listed on your screen, select the one corresponding to the invoice template that your GeoOp Administrator created.
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Once created, you can view that document in the Invoices tab under that job.
Coming soon: we are currently working on a default invoice template that will be provided by default with your GeoOp account so your Administrator won't have to create one from scratch. Once available, the invoice generated will also show up under the Invoices tab of your jobs.
How to void an invoice?
To void an invoice, simply click on the ... next to the invoice and select Void Invoice. Once confirmed, the Invoice PDF will be deleted.
| Be careful, deleting an invoice is permanent and cannot be reversed. |
Can anyone add invoices to jobs?
To access that feature your GeoOp Administrator needs to grant you the permission "Create, edit and delete Notes & Files within Jobs".
How to send an invoice?
Simply head to the corresponding job, go to the Documents tab and click on the ... next to the invoice you want to send. Select Send via email, customise the content of your message and send it.
What if I'm using an accounting software for invoicing?
If you are using a third-party accounting software to create your invoices, such as Xero, MYOB, QuickBooks or FreshBooks, your invoices created in GeoOp can easily be sent to your accounting software.
If you want to know more about how to create invoices from the GeoOp mobile app when your account is integrated with an accounting software, click here.
To read more about how to integrate your GeoOp account with an accounting software, check these articles: