Frequently Asked Questions (FAQ): Invoices
General Invoice Questions
Overview

This section will go over some commonly asked questions regarding general invoices queries.

Attach Images or Documents to an Invoice

You can attach images to a work order's "Work to Perform" or "Completion Form" form. Both forms, including pictures, will be part of the work order PDF, which can be included in the invoice PDF. For more information about attaching an image to a work order, please see the Attach Images to a Work Order subsection.

By default, however, you cannot attach pictures or documents to an invoice. However, this action can be requested as a feature. Please contact our Sales Team at Sales@mobiwork.com for more information.

Customize Invoice Numbering

You can update the way that MobiWork keeps tracks of invoices through your Invoice Settings page.

To make changes, access the Edit Settings pop-up from the General Settings section. In this pop-up window, use the drop-down field for "Invoice Number Type" to enter the new numbering sequence for your invoices:

You can use the following options to organize your invoices:

  • The MobiWork ID.
  • A custom sequence with a prefix, start number, and suffix (which will increment by one),
  • Or you can enter the digits manually (where the user enters the invoice number). The Manual option still assigns each invoice a unique MobiWork ID, but also allows you to give the invoice a custom number in the "Invoice Number" field.

For more information on accessing the Invoice Settings page, please see the Invoice Settings page.

Invoice Numbering

Each invoice has its own unique number ID; there will never be duplicate number IDs for invoices.

Moving Funds Upon Job Completion (Unearned Revenue to Revenue)

MobiWork will not move funds or invoices from unearned revenue to revenue once the work order is completed.

MobiWork as a Subledger

No, MobiWork cannot be used as a subledger. Please contact your third-party accounting connector to see if they can apply subledgers to your accounting software.

Work Order Dispatch Date as Invoice Date

The work order dispatched date can be configured to your account as the invoice date. Please contact us for more information.

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!