Once you select this Action Item, you will be redirected to the Add Invoice page. On this page, you will be able to populate the invoice with parts, services, discounts, and markups.
online-help.platform.features.invoices.mobile_ui.add_invoice_work_order_main_mobile.subheader
While out in the field, you can quickly add an invoice directly from the corresponding work order. As you complete the requiste Action Items, you will notice that there is an Action Item for Invoice & Payment tile:
online-help.platform.features.invoices.mobile_ui.add_invoice_quote_mobile.subheader
Invoices can also be created from a quote on the MobiWork app. To generate an invoice from the quote, first navigate to the View Quote page.
For more information on how to access this page, please see the View Quote on the Device page.
Once you are on this page, press on the quote's Action Panel tile, and select the "Create Invoice" option:
online-help.platform.features.invoices.mobile_ui.add_invoice_customer_mobile.subheader
You can also add an invoice from the Customer feature page. Once you access the customer profile, there are two different ways to add a new invoice.
For more information on how to access this page, please see the Mobile Customer Layout page.
On the Invoice List page, you will be able to add an invoice that is associated with the customer profile by:
Using the Actions Panel to add an invoice
Or pressing the Plus Sign tile
Likewise, you can press on the Actions Panel tile from the customer profile and select the "Add Invoice" option:
The subsections below will highlight how to populate your invoice from the MobiWork mobile app.
After accessing the Add Invoice page, you can begin to populate the invoice's line items. You will be able to add the corresponding parts, services, discounts, and markups for the invoice.
online-help.platform.features.invoices.mobile_ui.add_invoice_device.subheader
To add parts to your invoice, press the Add Part tile:
You will then be redirected to the Add Parts page. From this page, you can select the desired products by pressing the respective Part tiles:
By pressing the desired Part tile, you will be redirected to the item page of the selected product:
From this page, you can input the:
Description of the product.
If applicable, the price and cost of the product.
How many items are being requested by the customer.
If applicable, any applied discounts (the discount can be inputted as a numerical value or a percentage).
Designate if the part should or should not be added to the invoice.
And indicate if you would like to convert a product to an asset. This option will only be applicable, if indicated on the View Part page from the web application. If it is not indicated on the View Part page, then this field will not appear on the device's item page. For more information about converting parts into assets, please see the Add a Part page.
Press the Save tile to add the part to the invoice.
Repeat this process as many times as necessary until you have added all the needed parts. Once you are satisfied with the items entered, press the Save tile from the Add Parts page:
online-help.platform.features.invoices.mobile_ui.add_invoice_services_device.subheader
To add services to your invoice, press the Add Service tile:
You will then be redirected to the Add Service page. From this page, you can select the desired services by pressing the respective Service tiles:
By pressing the desired Service tile, you will be redirected to the service page of the selected service:
From this page, you can input the:
Description of the service.
If applicable the price and cost of the service.
How many hours worked (by inputting the quantity).
If applicable, any applied discounts (the discount can be inputted as a numerical value or a percentage).
Designate if the service should or should not be added to the invoice.
Press the Save tile to add service part to the invoice.
Repeat this process as many times as necessary until you have added all the needed services. Once you are satisfied with the services entered, press the Save tile from the Add Services page:
Generate Invoice
Once you are satisfied with the parts and services added, you can create an invoice by pressing the Invoice tile.
By pressing this tile, you will be redirected to the Parts page of the invoice where you can check out and pay the invoice:
By pressing the More tile from the Parts page, you will be able to access more actions:
These actions will allow you to locate missing parts, search through your inventory, and order missing parts:
The following subsections will go into further detail about these actions.
Missing Parts
The "Request Missing Parts" option will allow you to indicate which items are needed to complete the work order; the admin would then need to create a purchase order in order to obtain these selected items.
To indicate which parts are missing and are required press the red Item tile:
You will then be redirected to the Parts Needed page. On this page you can input the quantity needed in addition to the description. Once you are satisfied with the information inputted, press the Save tile:
Repeat this process as many times as necessary until you have added all the needed parts. Once you are satisfied with the items entered, press the Save tile from the Add Parts page:
Search Inventory
The "Search Inventory" function will allow you to search through your inventory for a specific part:
If you press on a product from the Search Inventory page, you will be able to view the Item Summary page of the selected part:
On the Search Inventory page, you can also add a new part by pressing the Add tile:
To add a new part, input the:
Product name
The model and SKU
The description of the product
The product category
Where the product inventory should be stored (i.e., Warehouse Inventory or User Inventory)
And the cost of the product
Once you are satisfied with the information entered for the new product, press the Add tile to complete the process of adding the part.
Order Missing Parts (PO)
To fulfill the requested missing parts from the work order, the admin can generate a purchase order (PO) to officially order the items.
From this page you can input the description, status, vendor, and how/where the item will be shipped:
To select specific parts to add to the Order Missing Parts submission, press the Add tile.
You will then be redirected to the Purchase Order page, where you can add the specified items with the Add Part tile, or press the Checkout tile when you are done adding products to the Order Missing Parts submission:
