There are 2 ways to generate invoices in the Uleadz app

Option 1: Invoice from Existing Ticket

1. Go to the dashboard and select "Jobs"

2. Choose the ticket you want to generate invoice for

3. Once it the ticket, tap in the 3 dots at the top and select "invoice"

4. This invoice can be signed right at the spot or send for approval signature


Option 2: New invoice

1. Go to the dashboard and select "new"

2. Choose "New Invoice"

3. Once inside, fill out the invoice details

4. This invoice can be signed right at the spot or send for approval signature

5. From this invoice a job or estimate form it

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