There are two different ways you can access the Invoice feature from the mobile device; the following subsections will detail how to access the Invoice feature.
Work Order
You can access the Invoices feature through your View Work Orders page on your device. For more information on how to access this page, please see the View Work Order on Device section.
Once you are on this page, you can access the Invoices feature through the "Parts" Action Item or the "Billing" option from the work order's Actions Panel:
Note: Please note, that for some work orders, you will need to complete the previous red Action Items before adding parts and services. For more information about completing a work order, please see the Complete a Work Order section.
If this is the first time you are accessing the "Parts & Services" Action Item, the invoice will be blank. To add items or services to the invoice, please see the Add Invoice page.
If parts and services were already added to the invoice previously, then the Parts page will be populated:
Only once the Parts page is populated can you access the invoice. To navigate to the Invoices feature, press the Invoice button on the bottom right of the Parts page.
Customer
You can access a customer's list of invoices from the Customer feature. For more information on how to access this page, please see the Mobile Customer Layout page.
Once you are on the Customer feature page, select the Invoices button to see the list of invoices associated with the customer:
When you first generate an invoice through the selected work order, the layout of the open invoice will be slightly different from a completed or checked out invoice. The example below highlights the layout of an open invoice:
The Actions Panel button which will allow you to edit, edit comments, export the invoice to PDF, print the invoice, email the invoice, or pay the invoice.
The "Information Panel" which displays the status, date the invoice creation date, the customer's name, and the customer's address.
The "Invoice Summary" which will display the invoice items, unit price, the quantity, and the price of the listed service or product; as well as the subtotal of all the listed products and services, the added tax, any discounts/markups and the total amount due.
The Add Part button will allow you to add a new item to the invoice.
The Add Service button will allow you to add a new service to the invoice.
The More button which will allow you to add a discount/markup, add a signature, edit the invoice, and more.
The Check Out button will allow you to complete the invoice and allow the customer to pay the outstanding balance.
After checking out the invoice, the layout will differ slightly from an open invoice and will offer different actions. The example below highlights the layout of a checked out invoice:
The Actions Panel button which will allow you to edit, edit comments, export the invoice to PDF, print the invoice, email the invoice, or pay the invoice.
The "Information Panel" which displays the status, the invoice creation date, the customer's name, and the customer's address.
The "Invoice Summary" which will display the invoice items, unit price, the quantity, and the price of the listed service or product; as well as the subtotal of all the listed products and services, the added tax, any discounts/markups and the total amount due.
The More button which will allow you to add a discount/markup, add a signature, edit the invoice, and more.
The PDF button will allow you to export your invoice into a PDF document.
The Back button will redirect you back to the work order.
The Pay button will allow you to issue the customer's payment for the invoice.
By clicking on the Actions Panel, you will be able to access additional invoice functions. These functions are available in both the open invoice and the checked out invoice:
These additional invoice functions can be seen below:
Edit- Allows you to edit the status of the invoice, the date of the invoice, any comments regarding the invoice, and more.
Edit Comments- Allows you to edit any comments associated with the invoice.
PDF- Allows you to export the invoice into a PDF document.
Print- Allows you to print the invoice from your mobile device.
Email- Allows you to email the invoice to a recipient.
Pay- Allows you to issue the customer's payment for the invoice.
The subsections below will go into greater detail regarding the features found in the Actions Panel.
Edit Invoice
For more information on how to edit an invoice, please see the Edit Invoice on the Device page.
Edit Comments
For more information on how to edit comments on an invoice, please see the Edit Invoice on the Device page.
By selecting the PDF feature, you will be able to view your invoice as PDF document:
By selecting the Print feature, you will be able to print your invoice.
For more information on how to edit comments on an invoice, please see the Send Invoices to Customer page.
Pay
For more information on how to edit comments on an invoice, please see the Invoice Checkout and Payment page.