Create and manage invoices in Handyman Office

What is before you start?

• The order must be in Completed or In progress status.
• Hours and materials must be registered on the order before creating the invoice.
• Your licence must include the invoicing feature in Handyman Office.

How do I create an invoice?

1. Open the order in Handyman Office.
2. Click the Invoice tab.
3. Review the registered hours and materials shown. Add or adjust lines as needed.
4. Click Create invoice.
5. Handyman generates an invoice with the lines pre-populated from the order.

What is review and edit invoice lines?

1. On the invoice, check each line: description, quantity, unit price, and tax.
2. To edit a line, click it and update the values.
3. To add a line not from the order, click Add line and enter the details manually.
4. To delete a line, select it and click Delete line.

What is post the invoice?

1. When all lines are correct, click Post invoice.
2. Confirm the action. The invoice status changes to Posted.
3. Print or export the invoice using the Print button if needed.