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FunctionFox Invoicing allows you to create simple quotes based off project estimates or generate invoices from actual time and project costs entered into your account.
To create an invoice:
After you have submitted your invoice details from the Create Invoice form, you will be brought to the edit mode of your invoice.
Editable fields include:
Other Functions:
Once you are happy with your invoice, click on the Save button at the bottom right of the page.
Note: the edits made to Tasks and Costs on your invoice will not affect any of the actual entries within FunctionFox.
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FOX TIP: Looking to further customize your invoice/quote? Check out Account Preferences > Invoicing to update invoice sequencing, footer details, invoice due date, add your logo, and more.
Once you have saved your invoice, it will appear on the Invoicing > View Invoices page.
From this page you can:
You can edit existing invoices by:
When viewing your invoices on the Invoicing > View Invoice page, you can either:
You can access a quick view of your invoice details on the View Invoices page by clicking on Menu > Details for the Invoice/Quote you wish to see.
Click on the View/Add Payments link to access a feature that allows you to enter in a payment history for your Invoice. (Note: these payments will only be viewable from the Invoice Report)
You can view your invoice in other file formats by clicking on the Menu > View HTML or View PDF
Email a PDF version of the invoice to the person who created it by clicking on Menu > Email PDF. That user can then forward the Invoice to the Client.
Learn how you can improve incoming project requests using Project Request Forms.
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