HHC · Sage invoice + work tickets

HHC invoice packet

The Sage invoice becomes a formatted invoice, then the work tickets follow — one PDF.

Step 1 — Sage Invoice HHC

Drop Sage invoice PDF here or click to browse

Raw Sage output — will be converted to formatted invoice

Work Tickets

Drop work ticket PDFs or a folder here

Or pick them below

Select Files Select Folder

Group 2

Drop Group 2 PDFs or a folder here

Or pick them below

Select Files Select Folder

Preview

Upload Sage invoice to generate preview

CBRE · labor or materials

CBRE billing packet

A cover letter, the Sage invoice, then the supporting documents — one PDF.

Settings CBRE

Packet Type

Signer

Sage Invoice

Drop Sage invoice PDF here or click to browse

Included as-is on page 2 of the packet

Supporting Documents

Drop PDFs or a folder here

Or pick them below

Select Files Select Folder

Preview

Upload Sage invoice to generate preview

Any PDFs

Merge PDFs

Combine PDFs into one file. Drag the pages to put them in order; click one to preview it.

Files Merge

Drop PDF files or a folder here, or click to browse

Files will be merged in the order shown below

Select Files Select Folder

Preview

Add files to generate preview

Admin

Packet settings

The locations, bill-to addresses, purchase orders and signers the packets are built from.

Locations

Name	Technicians	Customer	Status

Bill To

Company	Customer ID	Address	Type	Status

Purchase Orders

Bill To	PO Number	Date	Status	Notes

Signers

Name	Title	Status