Create an invoice

Create a new invoice from work orders

Serhii Toropov avatar
Written by Serhii Toropov
Updated over a week ago
  • On the Home screen, tap Work Orders; on the Work Orders screen, tap the circle icon with letter “i” next to the appropriate work orders, and then tap the Create Invoice icon at the bottom of the screen.

  • On the Info screen, if needed, change PO# or Date.

Tip You can tap the Notes icon in the upper-left corner of the screen to type text and add quick notes... 

...or take pictures of the vehicle and attach them to the invoice. 

  • Tap Save, select Save as Final, and then tap Save.

Tip You can also create an invoice while creating a work order by selecting the Create Invoice check box at the bottom of the Summary screen. 

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