Hover over the Service/PM tab and click Service Plans.
Find the Service Plan you would like create an Invoice from. You can use the search bar to filter which Work Orders that you see.
Hover over the 3 dots next to the desired Service Plan. Click Job Report.
Make any necessary edits. When you are done, select the type of report you would like to generate from the dropdown on the top-left corner.
This will bring you to a printable version of the report. You can save or send the invoice as a PDF by clicking one of the 2 buttons on the top-right corner.
How to Create an Invoice/Quote/Report Print
Created by: Olivier Maguire
Modified on: Tue, 9 Jul, 2019 at 3:34 PM
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