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Managing and Tracking your Invoices
Managing and Tracking your Invoices
How to Create, Manage, and Track Your Invoices from Desktop
Daniela avatar
Written by Daniela
Updated over a week ago

Uleadz Invoices are a feature that allows you to create and send invoices to your clients for completed jobs. Here's how it works:

  1. Go to the Jobs section located on the left side of your Uleadz portal.

  2. Click on "Invoices" to access your Invoices list and more options such as "Policy" to add your own policy to all Invoices.

  3. Create an Invoice by selecting "Invoice".

  4. Add the client's information, job details, and estimated cost and then Save.

  5. Send the Estimate - After creating the estimate, you can send it to the client for their review. Click on the "Send" button next to the estimate to do this directly from the Uleadz platform.

  6. Client Approval - Once the client receives the estimate, they can approve it by signing it if it's sent by email. This will update the status to "Approved".

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