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.