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Adding a Site Address to a Quote/Invoice

This article will show you through adding a site address onto a quote and/or invoice

- Go to the projects tab and create a project selecting the customer and site address you'd like to create the project (document) for.

(I'd advise naming the project after the site address to help with going back to the project in the future)

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- Once the project is created go 'Add new item to project' > 'Pricing'. In there is where you can create the pricing for the Quote/Invoice. Then once saved it should save the priced item onto the project timeline.

Screenshot 2021-10-20 11.13.45

- After this if you select 'Create Document' or 'Create Estimate, Job sheet, Invoice' on the right hand side. In there select the pricing item turning it green and at the top should be a choice of documents to create.

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Screenshot 2021-10-20 11.16.04

- When you select the document you want to create it should then create the document for you with the site address appearing on there for you.

document with site address