How do I add a new invoice?

There are a handful of ways you can add a new invoice on your Servu account.

Via the quick actions menu #

Click the ‘+’ button at the top of any page on Servu, and then select ‘New Invoice’…

Via the Customer page #

If you want the customer’s details pre-filled on the invoice, you can load a customer’s page, click on the ‘Financial’ tab and click ‘Add Invoice’, this will pre-fill the customer’s details on the new invoice…

Via the Job page #

If you want the customer’s details as well as an active job’s details pre-filled on the invoice, you can load a job page, click on the ‘Add Financial’ dropdown button and select ‘Add Invoice’, this will pre-fill the customer and job details on the new invoice…