Add New Invoice

Enterprise Subscription Feature

Customer Associations

In order to use the invoicing feature, equipment must be assigned to a customer.

First, create a new customer.

Next, you will need to edit a piece of equipment and assign the new customer to it.

You will now be able to add any work order corresponding to this unit to an Invoice.

Add New Invoice

To add a new invoice, navigate to the Invoice Management screen by clicking Invoices in the left navigation panel, then click the + New button. You can also click the + sign on the Invoices menu item on the left side.

This will bring you to the New Invoice screen.

From here, you can enter basic information such as; the customer, date, due date, pay terms, purchase order, and notes.

Clicking on save will take you to the invoice screen.

You can add any work orders associated with the selected customer in the "WO# Field."

Bulk Invoicing

Create multiple invoices at once by selecting multiple closed work orders and using the "issue invoices" button.