You can add work orders to invoices in the Draft status and remove work orders from invoices in the Draft status before you save these invoices as final. 

To attach work orders to a draft invoice

  • Tap a draft invoice on the Invoices screen, and then tap Edit

  • On the Info screen, tap Add, and then on the Work Orders screen, tap the Select icon (empty circle) next to the work orders that you want to attach. 

Note The list of work orders is automatically filtered by the customer that you invoice.

  • Tap Save on the Work Orders screen, and then tap Save on the Info screen.

Tip If the list of work orders is long, you can use the Search option to find the work orders that you want to attach to invoice. 

To detach work orders from a draft invoice

  • On the Info screen, tap Delete next to the appropriate work order. 

Important! If you delete the last work order, you are prompted to void the draft invoice. 

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