In the Hexihub system, the invoicing process flows like this:


1. In the Quick Links panel on the left side of the main summary Job screen.

  • Click "Create" to create a new invoice, see below:

2. In the pop up select whether you want to archive the job when the invoice is created, see below:

 

3. You will be taken into the new invoice

  • Check the costs, GP, and final selling price, and adjust the sub total if you wish
  • Check the descriptions on the right side of the screen
  • Hover on the Invoice Options drop down on the left side of the screen and select Print/Email, see below:


4. The PDF invoice opens on screen for you to check

  • When satisfied, select the Email tab in the grey tabs on screen, and email the invoice from the system, see below:
  • If not satisfied, select Close and configure the invoice screen further then select Print/Email again.
  • Once the invoice has been emailed, change the Status in the Invoice to be "Sent To Customer".

If you have any further questions, please contact Support.