Once the work has been performed and the work order’s status has been updated to “Pending Vendor Invoice,” you can generate an invoice from the work order’s “Action” drop-down list on the “Select Work Order” screen. You may also generate an invoice by clicking the “Invoice” button at the bottom of the “Update Work Order” screen, if the labor and materials costs were entered earlier.
The invoice form displays pertinent work order information in addition to vendor and billing addresses.
Enter your invoice number. The invoice date will auto populate.
Use the “Add Labor” and “Add Materials / Other Costs” links to adjust line items.
Enter applicable sales tax.
Click the “Submit” button to generate the invoice.
If desired, click the “Print” to print a copy of the invoice
for your records.
Click the “Close” button to return to the “Select Work Order” screen.
“Attach Document” will enable the vendor to attach the required supporting documentation.
To watch a training video about invoicing please click on the below link:
If you still have questions or need assistance please click on the below button and request help from one of our training/support specialists.