- 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.