Converting Invoices

In Clik Service, you can convert your invoices into quotes, job sheets or purchase orders.

First, raise or open your invoice and select the ‘Activity‘ tab.

Here, you can create or link other items raised in the system to the individual invoice.

Linking To Quotes

You can link your invoice to a new quote by going to the ‘Quotes‘ tab. Here, you also have the option to link to an existing quote already raised on the system. You can also add items from an existing quote to the current invoice.

Linking To Jobs

From the ‘Jobs‘ tab, you can create a new quote or link to an existing quote already raised on the system. You can add items from an existing job to the current invoice.

You also have more options for adding items from an existing job, as you have separate time/materials/expenses tabs on a job sheet.

Linking To Purchase Orders

Go to the ‘Purchases‘ tab to create either a blank purchase order or one with material items already added to the sales order.

And there you go, the quick and easy ways to convert your invoices.