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- Hi, I'm Rebecca from Jobber. Let's go over how to create an edit an invoice. There are a few different starting points for creating an invoice. To create an invoice from scratch, click create from the side navigation, then click invoice. Another way to create an invoice is from an invoice reminder on the schedule. Click view details and then create invoice. And finally, you can also create an invoice from a job page by clicking generate invoice. No matter which place you create your invoice from, the process of building the invoice is the same. You'll be taken to a page where you can select the visits and jobs that you want to create invoices for and generate one invoice for multiple jobs rather than creating and sending one invoice for each job. If you're creating a fresh invoice unrelated to any of the jobs shown on the page, you can leave the jobs unchecked. Note that marking a check box on a job or visit is marking that item as complete from the schedule. Click next step. Now yo...
