Add New Invoice

Enterprise Subscription Feature

Customer Associations

To use the invoicing feature, equipment must be linked to a customer. Start 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 associated with this unit to an invoice.

Add New Invoice

To create a new invoice, go to the Invoice Management screen by clicking Invoices in the left navigation panel, then click the + New button. You can also click the + icon directly on the Invoices menu item.

This will take you to the New Invoice screen.

From this screen, you can enter basic details such as 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 associated with the selected customer.

Bulk Invoicing

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