There are two ways to access the Invoice feature from your mobile device; the following sections explain each method for accessing and viewing invoices.
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You can access the Invoices feature directly from the View Work Order page on your mobile device. For more information about accessing this page, see the View Work Order on Device section.
Once you are on the View Work Order page, you can access the Invoices feature through the "Invoice & Payment" action.
Note: For some work orders, you must complete the preceding red Action Items before you can access the invoice. For more information about completing a work order, please see the Complete a Work Order page.
If parts or services have already been added to the work order, the invoice will then be populated with the corresponding line items. If you have not added the parts or services previously, you can add them directly to the invoice, once you access the "Invoice & Payment" action.
o add parts or services to the invoice, see the Add Invoice page.
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You can access a customer's invoices directly from the Customer feature, providing a convenient way to review invoices associated with the customer's profile. For more information about accessing the Customer feature, see the Mobile Customer Layout page.
Once you are on the Customer feature page, select the Invoices tile to view the list of invoices associated with the selected customer:
When an invoice is first generated from the customer profile, you can select the desired status. If the invoice is generated from the work order, the status will be "Open."
An invoice with the "Open" status will have a different layout and tiles than an invoice with a "Checked Out" or "Paid" status.
If you generated the invoice from the work order and previously added the respective parts and service, then the parts and services will populate the invoice's corresponding line items. Otherwise, the invoice will be blank and need to be populated. For more information about populating the invoice, please see the Add Invoice page.
The following image highlights the overall layout of an invoice with the "Open" status:
You can access and perform the following actions on an invoice with an "Open" status:
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Once the invoice status is set to "Checked Out" the layout and tiles of the invoice page will change accordingly.
You can access and perform the following actions on an invoice with a "Checked Out" status:
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By clicking the Actions Panel, you can access additional invoice functions. These functions are available regardless of the invoice's status.
Available actions include editing the invoice, updating the invoice terms and conditions, and printing the invoice using a Bluetooth printer. For more information about using Bluetooth printers, please see the Bluetooth Printers page.
These invoice functions are described in more detail below:
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The Edit tile allows you to update specific information associated with the invoice. The available fields include the invoice status, invoice date, payment terms, due date, tax rate, and invoice terms and conditions.
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By pressing the Edit T&C tile, you will be redirected to the Invoice Terms & Conditions page. On this page, you will be able to update the invoice's corresponding terms and conditions:
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Selecting the Print feature allows you to print the corresponding invoice from your mobile device:
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