Invoice a completed job

For repair shops: here is how to invoice a finished job and record the payment.

Step by step

1. On a customer's work order, tap Prepare invoice. A draft opens with the job's labour and parts on it.
2. Until it is issued you can change it. Tap Add line for anything else, like shop supplies. Amounts are in CAD.
3. Check the tax rate and due date, add a note for the customer, and tap Save draft settings.
4. Tap Issue invoice. It asks first, because issuing locks the charges and the customer's details.
5. When they pay, tap Record payment and choose how it came in: cash, cheque, e-transfer, card terminal or other.
6. Tap Print to hand it over or save it as a PDF.

Good to know

• The customer sees it too. Issued invoices show in their portal.
• Who can do what. Service advisors can draft. Issuing and payments are for service managers, finance, owners and administrators.