- Frequently Asked Questions (FAQ)
- Assets
- Customers
- Dashboards
- Devices
- Expenses
- Inbound REST API
- Inventory
- Overview
- Barcode Reader for Warehouse Inventory
- Barcode SKU
- Export Inventory
- Inventory Accounting
- Inventory Audits
- Inventory Movements
- Inventory and Parts
- Importing Product Inventory
- Remove Parts From Inventory
- Invoices
- Mailchimp
- Notifications
- Parts
- Payments
- QuickBooks
- Quotes
- Recurrent Routes
- Recurrent Services
- Reminders
- Reports
- Review Us
- Sage
- Sales Tax
- Schedule and Dispatching
- Screen Recording
- Support Tickets
- Text Messaging
- Time Tracking
- Trial Account
- Troubleshooting
- User Settings
- Overview
- Account Settings
- Account Users
- Connectors
- Custom Fields
- Display User Device Location on Map
- Documents and Email
- Google and Outlook Integration
- Import and Export Excel Documents
- Max Session Idle Time for Users
- Permissions Template
- Saved Login and Session Management
- Saved Searches
- Single Sign-On (SSO)
- Updating the User Password
- User Locked Out
- User Preferences
- Work Orders
This section will go over some commonly asked questions regarding creating a new invoice.
You can create an invoice without having to create a quote or work order. For more information on how to create an invoice without having to create a work order or a quote, please see the Add an Invoice page.
Parts and services listed in an invoice's line items are not automatically added to the work order's "Parts and Services" tab. This intentional design prevents a continuous cycle where updates to the invoice automatically modify the parts/services list and vice versa.
To add items to both the "Parts and Services" list and the invoice simultaneously, use the "Parts and Services" action available on the mobile app. This ensures seamless integration without creating unwanted dependencies.
If you have any questions or need further assistance, please let us know. We'd be happy to help!