How to Send & Sign Invoices in Move Right

Objective

To send and sign an invoice in MoveRight for a completed moving event.

Key Steps

1. Open the completed booking in MoveRight.
2. Click on the three dots and select “Mark” and then “Complete” to indicate that the job is finished.
3. Go to the billing screen and click on “Plus Invoice” to create a new invoice for the completed event.
4. You can only invoice completed events. Click on “Review” and then “Create” to generate the invoice.
5. Wait for the invoice to generate (approximately 5-10 seconds).
6. Once generated, you can either send the invoice to the customer or open it to sign on-site.
7. Send the invoice to the customer by clicking on “Open and Finalize.”
8. Review the invoice details and click on the signature box to accept and sign as an employee.
9. Finish the signing process and close the dialog.
10. If signing on-site, switch to view as customer to allow the customer to sign as well.
11. Customer can sign by typing or drawing their signature, then click on “Accept and Sign” and “Finish.”
12. Send a new copy of the signed invoice to both the customer and the employee for reference.
13. Close the dialogue and preview the invoice in MoveRight.

Cautionary Notes

• Ensure that the job is marked as completed before invoicing.
• Double-check all invoice details for accuracy before sending or signing.
• Make sure both the employee and the customer have signed the invoice before finalizing.

Tips for Efficiency

• Familiarize yourself with the invoice generation process to minimize delays.
• Communicate clearly with the customer during the signing process to avoid misunderstandings.
• Keep track of all signed invoices for record-keeping purposes.