Marshall can draft invoices as you create them
Marshall can suggest an invoice summary, footer notes and line items while you create an invoice from a job.
When you create an invoice from a job, Marshall can draft the customer-facing summary, footer notes and line items from the job name, notes, products, orders, documents and survey details. You will see a single loading panel while Marshall reads the job, and you can choose Fill in manually instead if you would rather type it yourself.
Keep the lines you want, clear the ones you do not, then create the invoice. You can do the full line item editing on the next page. Prices stay at 0 when Marshall does not have a stored amount, so you can fill them in.
Invoices created from a quote still copy the quote's lines as they are. Marshall does not redraft those, because they have already been reviewed.