How to Create an Invoice
Created by: Olivier Maguire
Modified on: Tue, 13 Nov, 2018 at 4:31 PM
From your Org Site:
Hover over the Reports & Billing tab near the top of the page and click Work Order Library when the dropdown appears
Find the Work Order you would like create an Invoice from. You can use the search bar to filter which Work Orders that you see.
Click the correct Work Order to open that Work Order's page.
Click View Invoice
If you want to save the Invoice to your device, click Save as PDF at the top-right of the screen
If you want to send the Invoice directly to a client, click Send as PDF at the top-right of the screen. When a window appears, fill out the fields and click Send Email
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