🔒 Licensed module: The Invoice module is a licensed module. If you do not see it in your Handyman installation, contact GSG Handyman sales to add it to your license. User access is controlled via Profiles in Handyman Office.
How do I invoice a single order?
In the Order module (CTRL+F1), open the order you want to invoice. Click Create invoice in the left-hand menu. This option is visible regardless of which tab is currently active on the order.
If you are on the Invoice tab of the order, you can also create invoices and view existing invoice history from there.
How do I create invoices in bulk?
The Invoice module (CTRL+F4) lets you create invoices across multiple orders at once. This is useful for end-of-month billing runs. In the Invoice module, filter by date range, customer, or department, select the orders to invoice, and click Create invoice.
How do I invoice from the Customer module?
In the Customer module (CTRL+F2), open a customer record and go to the Invoice tab. You can see all outstanding and historical invoices for that customer and create new ones from this view.
What gets included in an invoice automatically?
When you create an invoice, all registered and synchronised hours, materials, and other cost entries on the order are included by default. You can remove items before finalising — see Delete from invoice and Exclude from invoice.
For a full guide to the invoicing workflow, see Invoice module.