Generating an Invoice
How to generate an invoice from within a case:
Step 1: Log in to your ServiCase account and click on the Home icon in the left navigation panel.
Step 2: Search or select the case you want to generate an invoice for.
Step 3: Click on the side panel on the right side of the screen to expand the accounting information section.
Step 4: Make sure to Assign a company, complete service, and add at least one billing item before generating an invoice.
Step 5: Click on the Generate Invoice button.
Step 6: An invoice will be generated and will be available for download.