Bill parts your techs logged in the field

When a tech logs a part on a job, it lands in Ready to Bill so nothing you installed goes un-invoiced. One click turns a customer's logged parts into an itemized invoice.

Where: Money tab -> Ready to Bill panel

1. Open Money and find "Ready to Bill" directly after Unpaid Invoices - it lists each customer with parts logged in the field but not yet billed.
2. Read the line under each customer to see the parts and quantities, and the total on the right.
3. When you're ready, click "Bill it" for that customer.
4. WaterMark creates an itemized invoice from those parts and confirms how many line items and the amount.
5. The customer drops off the Ready to Bill list once billed. Manage the new invoice from your Unpaid Invoices list like any other.