Creating a Client Invoice

Create a Client Invoice

Client invoices in JobBag can be created in several ways. This guide will help you choose and follow the process that best suits your workflow.

Account Manager we recommend that you use the jobs window.

Step 1: Access the Client Invoice

Option 1: From the Jobs Window

1. Navigate to JobBag menu > Jobs  
2. Find Job

Client Invoice Tab

1. Client Invoice Tab
2. Select New

Quotes and Estimate Tab

1. Quotes and Estimates Tab
2. Click on estimate to open
3. Select Create client invoice

Option 2: From Costing Menu

1. Navigate to Costing menu > Invoices and Credit notes
2. Select New
3. Enter Date
4. Enter Job Number

Client Invoice Window

• The Estimate on the job will prefill the client invoice and amounts which have already been billed will prefill what is remaining to be billed

Full Amount Billings

• Estimate on the job will prefill the client invoice window
• No need to update job numbers, kinds, or amounts
• Update the description (If required)
• Save

Part Billings

• Estimate on job will prefill the client invoice window
• No need to update job numbers, kinds, or amounts
• For part billings use bill to percentage completion field
• Enter the percentage you would like to bill for example, 20%
• JobBag will automatically adjust each line accordingly to the percentage used
• Up date your invoice description "First 20%" perhaps
• Save

Step 2: Log the Client Invoice

This step may require an admin/finance user

1. Select the client invoice you want to log (ensure it is ticked)
2. Select the log button
3. Finalise the date and period (you can make changes if required)
4. Click OK
5. Confirm by selecting Yes

Note: Client invoices can be logged on the job or from the costings menu. Once logged, no changes can be made.

Cloning Client Invoices

Cloning allows you to create a new client invoice that mirrors the details of an existing invoice, saving time and maintaining consistency.

A common use case is when you have already invoiced a client for 20% of a job and need to issue another invoice for the next 20%. Cloning the previous invoice is an efficient way to replicate the details.