To create an Invoice from scratch, please follow the steps below:
In your Project's left-side navigation, click on the Financials option and then Invoices.
Press Create if it's your first Invoice.
OR click on the Plus icon to add a new Invoice once you have added your first one.
An empty state Invoice is generated with your Company details in the From section and your Client details in the To section.
Note:
You can edit the From section by updating your Company details. For that, click on Edit:
In the To section, you can:
click Edit to update your Client details
click Change to update to a new Client. Changing this contact will update your Project's Client contact.
Alternatively, you can create an Invoice from the Financial Summary tab by multi-selecting products and clicking on Create Invoice.
2. Add Product(s) to your Invoice by pressing the button:
3. Select all products you want to add to the Invoice and click Assign.
Note:
You can edit or delete products from your invoice using the corresponding icons.
Selecting Delete only removes the product from this invoice, it does not delete the product from your project.
Note:
To avoid duplicating products, Alcove does not allow adding the same product to an invoice more than once.
If you need to include a product in another invoice, you can delete it from the existing invoice and then add it to the new one.
4. Choose what columns you want to hide/un-hide from your Invoice.
5. Group Items by Room using the toggle in the top left corner of your Invoice.
6. Toggle the options to add a Signature and/or Notes to your Invoice.
7. Use the toggle to include a Tear Sheet Per Product in your Invoice.
8. Preview your document and choose how you would like to share the Invoice with your client.
Note:
After you download or send your Invoice, each document is saved in the Version History section.
