Invoicing & Payments

You can create invoices in various ways. Here is a video that will guide you.

1. In order to create an invoice we have to click on the “Invoice” sub-header on the left side of the screen under field services

2. When we click on the invoice  sub-header we are guided to the Invoice listing page. We have to click on the “NEW INVOICE” button on the top right corner to create a New Invoice

3. When we click on  the New Invoice button, we are guided to the screen below where we have to fill in the Work Order number which will automatically fill all the fields including customer information

4. On Filling the Work Order number, we get all the information attached to the work order including customer details

5. We can then move to the heading termed “Services” under which we can update the service type, the cost of the service and more details. On clicking the “Add Services” button we can add multiple services that we are providing

6. Under the heading “Add New Payment” we can select the payment method for the invoice and add the amount 

7. On the “notes and summary” section we can add notes and recommendation. We have the option to select persons we can notify by email. We also have the checkbox to show the customer on his/her panel on  the invoice. On clicking the save button as below, the invoice will be generated.

9) Once the invoice is created it will be added to the invoice list. On any invoice if the payment is made offline.then we can click on the offline payment option as shown below

On clicking the offline payment option we can see the below pop-up where we can fill the payment details and reconcile

     10) In case there is an additional expense while doing the job then we can click on the new expense tab on the extreme right column of the listed job

On clicking the additional expense tab we will get a pop up as below where we can fill in the expenses which is to be added to the invoice