1. Navigate to https://app.allotrac.io/ and log in to your Allotrac.io site
2. Click the "Finance" tab from the side menu
3. Click the "Invoice" button from the drop down
4. Click the "New invoice" button
5. Click on the "CLIENT" field and type in the name of the billable client
6. Once the results load, click on the correct billable client from the drop down
7. We will automatically assign each invoice with it's own invoice number, however, if you want to you can click the invoice number field and enter in a customised number
8. Click on the calendar icon within the invoice date field
9. This will prompt the calendar. Click on the correct invoice date from the calendar
10. Click on the calendar icon within the "Date of service" field
11. This will prompt the calendar. Click on the correct date of service from the calendar. If this invoice is for a period of greater than one day, change the date of service to period of service
12. We will automatically assign each invoice with it's own reference number, however, if you want to you can click the reference number field and enter in a customised number
13. Click on the "Currency" field to set the payment currency via the drop down
14. Click the "Name" field and type in the name of the item you would like to attach to this invoice
15. Once the results load, click on the correct item
16. Click on the "QUANTITY" field and type in the quantity for this item
17. Click on the "UNIT" field and type in the unit of measurement for this item. As a default, we will present the unit that is saved to the item in your site
18. Click on the "PRICE" field and type in the price per item
19. If a discount is required for this invoice, click the "DISCOUNT" field and type in the discount percentage
20. If you want to insert a flat rate discount to the invoice, click the "%" button
21. Then instead of using "Percent", change it to "Amount" via the dropdown
22. If you want to write a customised description for this invoice, click on the "DESCRIPTION" text box and type in a description
23. If there is more than one item required in the invoice, click the "Add line" button to create a new line item and repeat the steps above until all items have been successfully added to the invoice
24. To remove a line item from your invoice, under each item, there is a trash can icon. Click this button to remove the item
25. Click the "NOTE" text box and edit your default note if you need to
26. Click the "SIGNATURE" text box and edit your default signature if you need to
27. Click on the "Attachments" field to upload any relevant files/ documents to the invoice
28. Once you have finished drafting this invoice, if you want to save it as a draft invoice, click the "Save draft" button
29. Once you have finished drafting this invoice, if you want to save it as a finalised invoice, click the "Save" button
30. Once you have finished drafting this invoice, if you want to save it as a finalised invoice and then send it to a recipient, click the "^" button
31. Click the "Save and Send" button
32. Type "test@test.com"
33. Click on the recipients field and type in the recipients' email address. If there are multiple emails in which this invoice needs to be sent to, please ensure you separate each invoice with a comma (Eg: john@citizen.com,john@citizen.com)
34. If you want to edit the default email subject for the invoice, click on the "Subject" field and type in your own subject line
35. If you want to edit the default email message for the invoice, click on the "Message" field and type in your own message
36. If you wish to receive a copy as well, ensure you tick the "Send me a copy" button
37. When you're ready to send the invoice to it's intended recipients, click the "Send" button
You now know how to manually create an invoice. Please bear in mind that if you create a job in Allotrac.io for an account customer, we will automatically generate an invoice after job completion. Additionally, if you create a job for a prepaid customer, we will automatically generate an invoice at job creation