In this video, I'm gonna show you how to create an invoice in Dronedesk. 1st of all, you'll need to check that your organization doesn't have financials hidden. Click on the user icon in the top right hand corner and select my organization. In the organization details, you'll see that we have an option that says hide leads, products, and financials. Make sure that this is set to no. Click on the jobs section in the menu on the left hand side.
Open up the job that you would like to create an invoice for. Scroll down to the financial section and select invoice. Here, you can complete the form fields, adding a product, a quantity, and a unit price. Once completed, you can export this to a PDF or print it off.