Quick Invoice Templates

Quick Invoice Templates

BizScheduler Quick Invoice Templates

You can use BizScheduler's Quick Invoice to send invoices to your customers, if you are not trying to integrate with QuickBooks. But you can also use this feature for other operations as well, such as providing a Work Completed document or a Delivery Receipt. This is done by creating Templates to use for the Quick Invoice process.

To use Quick Invoice for one of your jobs, go to the Job Info screen and click the [Quick Invoice] button. This will open the Invoice screen where you can select an existing Template for your Quick Invoice using the dropdown box at the top of the screen. There is a large set of options with checkboxes that you can select to customize the behavior of the Template as well as three sections of the Template that you can customize:
  1. Header: which provides the space to customize the top portion of your Template document, above the line items/services from the Job screen
  2. Footer: which provides the space to customize the bottom portion of your Template, below the line items/services from the Job screen
  3. Greeting: which provides the ability to customize the email portion of the Quick Invoice which will have a .PDF attachment of your Quick Invoice
The [View Merge Fields] button will show you fields that you can insert into the above three sections. This gives you the ability to insert Customer and Job Misc Info Field data into your Template to create specialized documents that can be quickly and easily sent to your customers. And remember to check Show Template in Mobile Work Orders if you want your field staff to be able to send directly from their Mobile Work Orders

You will also see thumbnails of any of the attachments for the Job that you can select by selecting its checkbox. When everything is set (or as you are working on getting it the way you want it), you can preview the result of the settings by scrolling down or by clicking the [View/Save PDF] button to see exactly what your customer will receive.

The easiest way to create a new Template is by clicking the [Copy Template] button and giving the copy a unique name. Then you can customize the new Template to meet your needs.

PRO TIP: As with any of your special customizations within BizScheduler it is best to use either yourself as the customer or a special "Test Customer" that you create. Put data into all the fields and create a job with lots of variations so you can adequately test your new Template before you put it into production. 

    • Related Articles

    • QuickBooks Invoice Number Already Used

      When exporting an invoice to QuickBooks from BizScheduler you could get an error telling you that the invoice already exists. The invoice numbering is controlled by QuickBooks (Desktop and Online). QuickBooks automatically assigns the next invoice ...

    • Find the QuickBooks Invoice Number

      Go to the Hub and click the Custom Search link under the Tools section. Check the checkbox to the left of Name and Job Date Between. Then scroll all the way to the bottom of the screen where you will find the QuickBooks Invoice # textbox to check. ...

    • How to find an Invoice Number in BizScheduler

      The easiest way to find an invoice is to use Custom Search: Click the Custom Search link under the Tools section of the Hub Click at least the checkboxes for these fields: Name, Job Date Between, and BizScheduler Invoice # and/or QuickBooks Invoice # ...

    • Complete Jobs Without QuickBooks

      How to Complete Jobs Without Exporting To QuickBooks In BizScheduler, a Job isn't Completed until you have set the Payment Type and then either Exported it to QuickBooks or have instructed BizScheduler to mark it as Complete without Exporting it to ...

    • Include Misc Info data in BizScheduler invoices

      You can show your Customer Misc Info and Job Misc Info data on your BizScheduler Quick Invoice templates by including the custom field name within square brackets [ ] inside the heading or footer of your BizScheduler invoice templates. For example, ...