Adding and Invoicing Materials in the Profit Pal App

Invoice Materials in the Profit Pal App

Profit Pal now includes a no materials box you can use to bypass adding materials if not desired! Check and use when invoicing jobs that don’t require materials. By checking that box you can continue within the job and invoice save it and send it to the client.

To Invoice with materials

To invoice materials you’ll start by tapping the Company Inventory button on the App Features Screen (main screen).

When adding materials to the app you need to first create your materials inventory! You’ll do this by selecting  “Company Inventory” Button and then select the “New material” button. There you’ll enter the Part Name, Price per unit, Size, and Start QTY. Once added tap the Calculate button at the top of the screen. Each time you add a part you must hit the Calculate button to submit it to the app.

Once you have created the list by adding each part and tapping the large “Save” button you’ll see it say “submission” and save that part of the list. You can now use the Add Materials feature on the jobs creation screen by tapping “Edit to upload materials” it will go to the Materials List and let you select the material and quantities to add to the job.

Now when you are creating your job file for the particular job where it says Current Job Total: just below that in Red it says Tap Edit to upload materials, you tap there. Then tap the big green button that says “Upload materials” it will open up your materials list tap “Select material” you’ll see all of the materials you have added to the list.

You’ll select the item you are adding to the job the quantity, and tap the calculate button at the top, and the app will add it to the job. Hit the + and continue to add parts from your list each time you add a new part to the invoice just hit the calculate button at the top and that item is added to the job file and later to the invoice.

That’s all there is to it! Just practice it a few times and you’ll get it!

The Profit Pal App Team

How to upload Materials into the Invoice on Profit Pal App

If you’ve needed a little help on how to upload your material to the invoice in the Profit Pal App, then this is for you! These are the steps that you’ll take to Invoice the materials on to the invoice to get paid for them Once you have created the job and saved it to the Jobs file you just do the following, and you’ll get it in no time. You may want to practice this a couple of times and you’ll get it!

Start Here! Here you are in the App Features Screen tap on New Invoice

 

After Tapping on the Date for your invoice, then select the + job by Taping the round button for the job you want to invoice Next image

Select the job by tapping in the ball and a checkmark goes in the ball, Then Tap Calculate at the top right

Next Tap the Edit Button Tapping Edit brings up the materials 

Select the materials you would like to add

 

Tap the Calculate button right top

Now tap Upload materials, Then tap Calculate button at the top

Tap Green Save button

Next Tap the Save button the invoice is created and a copy is sent to the email address you have in the Send to box

 

And you’re Done you’ve created a great looking invoice to send to your client!

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