RAVE allows you to create a Client Invoice from a Quote or Quotes - details how, are noted below. 


How to Create a Client Invoice from Multiple Quotes


To Create a Client Invoice from a quote or quotes:

  1. Firstly go to the project's Quotes sub-tab
  2. Select the Quotes you want to convert to a Client Invoice by clicking the checkboxes to the left of each quote line.

    NOTE: You can not select a pending quote, and the approved quote must be added to the estimate.

    You will notice a Create Client Invoice modal will pop-up displaying
    - The number of purchase orders selected
    - A 'Create Client Invoice' button

    Once all of the desired quotes have been selected, click the pop-up's 'Create Client Invoice' button

    This will open the Add an Invoice screen, which sits in the Invoices Out sub-tab, where you can populate the invoice fields, upload any required files, add any instructions, and amend/add any line items.


  3. Once you have made all required changes, you can either click on SAVE AS DRAFT button (to save for later), or click the APPROVE button to create the client invoice, notify accounts, and push a draft to Xero - if you have Xero connected.

    You will then be taken back to your Invoices Out sub-tab, with your newly created Client Invoice listed.

  4. Clicking on the Client Invoice number will open the invoice, displaying all the invoice details - also listing each quote that made up this invoice, under the 'Associations' header.