Making a bill

1. Open the approved quote.
2. Tap Make a bill.
3. Check the lines, then tap Save.
4. Send it the same way as a quote: tap Send, then Text them the link or Email it from ClearVis.

The bill's number is the job's number and a letter, such as 1637-A. Its due day comes from your Terms.

Terms

Open Settings › Letterhead and terms. "Net 30" makes a bill due 30 days after its date.