There are a couple of different ways that you can add an invoice through your mobile device. The subsections below will go into further detail about how to add an invoice from different features of the MobiWork app.
Work Order
The most common method to adding an invoice from your mobile device, is through a work order. Once you have accesssed the selected work order you will need to access the Parts & Services page. For more information on how to access this function, please see the Complete a Work Order section:
Quotes
You can add also add a new invoice from the View Quote page. For more information on how to access this page, please see the View Quote on the Device page.
Press on the quote's Action Panel, and select the "Create Invoice" option. An invoice will then be automatically generated; you will be able to locate the generated invoice on the MobiWork web application:
For more information on how to locate this invoice on the web, please see the Invoices List page.
Customer
You can also add an invoice from the Customer feature page. For more information on how to access this page, please see the Mobile Customer Layout page:
Or, after clicking on the Invoice button from the Customer feature page, press the Add button:
After clicking on the Invoice button, you will be brought to the Invoices page:
From this page, you can:
Use the Actions Panel to add an invoice
Or press the Add button
After accessing the Parts page from your selected work order, you can begin to populate the invoice from your mobile device; you can add parts and services to this invoice.
Please note that if you generate an invoice from the mobile quote feature, you will only be able view the invoice from the MobiWork web application.
Adding Parts
To add parts to your invoice, press the Add Part button:
You will then be redirected to the Add Parts page. From this page, you can select the desired products by pressing the respective red Item buttons:
By pressing the desired Item button, 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.
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Press the Save button 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 button from the Add Parts page:
Adding Services
To add services to your invoice, press the Add Service button:
You will then be redirected to the Add Service page. From this page, you can select the desired services by pressing the respective red Item buttons:
By pressing the desired Item button, 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 button 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 button 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 button.
By pressing this button, you will be redirected to the Parts page of the invoice where you can check out and pay the invoice:
By pressing the More button 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 icon:
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 button:
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 button 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 button:
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 button 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 button.
You will then be redirected to the Purchase Order page, where you can add the specified items with the Add Part button, or press the Checkout button when you are done adding products to the Order Missing Parts submission:
