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How to invoice IFM PM work orders

Let's get started and log in first! Go to, and use the login information that was emailed to you, then click log on.


Once you log in you will be brought to the " Vendor Directory" this is where you will click on your client " IFM"

+   Then you will be brought to your work order list view. Here you will see your open work orders, once you see the work order you need to invoice click on the PM- number.


+  Clicking the work order number will bring you to the overview screen, at this point you will click the tab that says "Finance".

In the finance section look down until you see Invoice.

+ Then click "add" or the amount you see next to invoice.

Now let's fill out your invoice to get it submitted!

Step 1

Enter your invoice number, this will be your own internal invoice number from your accounting software. 


Step 2

Enter your "Description of work performed". provide details on what you did while on site to complete the work order, please keep it simple and to the point.


Step 3 

 Line Item Details  - You will first scroll to the bottom and “double” click in the White Box under “Charge Type”. You will select Material.


Step 4

When you are finished entering in the Material charge type, "Item" & "Option" will auto-populate Standard, then you will Add a Description.

Then add the amount in "Rate" and fill in QTY, your amount will auto-calculate 


+To edit a line item, you will simply double-click in the field that needs to be edited.

+To delete a line item, you will click on the trash can located to the far right.


Once all 4 steps are complete you will

+ Click the black floppy disk  at the top right of your screen to save

+ Then click the paper clip 5-15-2017_9-01-51_AM.png to upload backup files as needed (i.e. sign off, before/after pictures, etc..)

+ Lastly you will Click “Actions” then select

“Submit invoice for review”.



 Wait for the page to load and your status at the top of the screen will show: 


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