You can generate an invoice directly from an existing estimate which will include all of the products automatically.
To create an Invoice by generating it from your Estimate, please follow the steps below:
In the Project's left-side navigation, click on the Financials page and then Estimates.
Press Generate next to the necessary Estimate.
OR click on Generate on the Estimate page itself.
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 simply delete it from the existing invoice and then add it to the new one.
2. Add more products to your Invoice by pressing the Add Product 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.
4. Choose what columns you want to hide/un-hide from your Invoice.
You can choose to show:
Quantity
Trade Discount (to have a trade discount calculated, you need to add a retail unit price to your products)
Unit Price
Total
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.
