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How to Generate Invoices from the Uleadz App
How to Generate Invoices from the Uleadz App
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Written by Uleadz Client Care
Updated over a week ago

There are 2 ways to generate invoices in the Uleadz app
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​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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