Marshall can draft invoices as you create them
Marshall can prepare a first draft of an invoice from information already saved on the job.
When you create an invoice from a job, Marshall can prepare a first draft using the job details, notes, products, orders, documents, and survey information already in FitterPal. The draft can include the customer summary, footer notes, and line items.
Review the draft before creating the invoice. You can keep, change, or remove any suggestion, or choose Fill in manually to start without a draft. Line items can still be edited on the next page. If FitterPal does not have a price for an item, its price is left at 0 for you to complete.
Invoices created from a quote continue to copy the quote’s existing lines without changing them.