Add New Invoice (Enterprise)

Customer Associations

To use the invoicing feature, equipment must be linked to a customer. Begin by creating a new customer.

Next, edit the equipment record and assign the newly created customer to it.

You can now add any Work Order linked to this unit to an invoice.

Add New Invoice

To create a new invoice, navigate to the Invoice Management screen by clicking Invoices in the left-hand menu, then click the + New button. Alternatively, you can click the + icon directly on the Invoices menu item.

This opens the New Invoice screen.

From this screen, you can enter basic details including the customer, invoice date, due date, payment terms, purchase order, and notes.

Click Save to proceed to the main invoice screen.

In the WO# field, you can add any Work Orders linked to the selected customer.

Bulk Invoicing

To create multiple invoices at once, select the desired closed Work Orders and click the Issue Invoices button.