Invoice Creation and List

The Invoice List in DreamzFSM gives you a centralized view of all customer invoices with key details like invoice number, customer, service & due dates, technician, status, amount, reconciliation flag, tags, and payment method. From here you can:

• Create a new invoice with the New Invoice button.

• Filter by facility or switch time scopes to quickly narrow results.

• Review status & balances (Amount, Paid, Remaining, Tax, Expense) directly in-line.

• Track operations: see whether an invoice is Reconciled and which Payment Method was used.

• Act per row via the action menu (view/preview, edit, comment, print/email, delete, etc.).

• Bulk select invoices for batch actions and use Reconcile Invoice to post finance reconciliation.

It’s your one-stop hub to audit billing progress, chase due payments, and keep finance tidy.

Here is a video that will guide you:

1. From the menu click on Financials and then click on Invoice.

2. Clicking on Invoices you will be 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. You can then move to the Price Book under which you select the items to be added to the price book.

6. Under the heading “Add New Payment” you 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. 

In case the payment is made, you can update the information by going to payment options button present under Action column.

On clicking the 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