Invoice Records

How to use the Easy Desk interface to capture Invoice Records quickly from the field.

1. What it is

Log outgoing claims or incoming field invoices.

2. When to use it

Use this module whenever you need to officially document submitting a field claim or receiving a sub's invoice on site without navigating through complex project menus.

3. How to access it

From the main Easy Desk dashboard (on mobile or desktop), locate and tap the Invoice Records module icon.

4. How to create a record

1. Select the Project this record belongs to (Required).
2. Fill out the required information:
   • Invoice Number
   • Amount
   • Associated Milestone
3. Add any optional notes or context.

5. Attachments & Photos

6. Saving, Editing, and Deleting

Click Save Record to commit the document to the database. The system will confirm the record has been captured successfully.

7. Relationship to Pro Mode

Once saved in Easy Desk, the Invoice Records record is automatically routed to the corresponding Project folder in Pro Mode. Office staff can instantly view, cross-reference, and export this record alongside all other project documentation.