Work Order Invoicing/Review

This Help File Page was last Modified on 04/19/2017

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Work Order Invoicing/Review

This Help File Page was last Modified on 04/19/2017

This multipurpose Work Order Invoicing/Review Form allows you to "finish-up" all the loose ends related to Work Orders (Service Requests) that accumulate throughout the day and week in a Service Department.  

 

To open the Work Order Invoicing/Review Form:

a)From the Backstage Menu System Select File and Choose Receivable and Select the Work Order Completion/Review option, or

b)From the Quick Access Menu, Select File and Choose Receivable and Select the Work Order Completion/Review option

 

The Work Order Invoicing/Review Form will open.

 

HelpFilesWorkOrderInvoicingAndReviewForm

Work Order Invoicing/Review Form - Edit Inventory/Materials dialog

 

On the Work Order Invoicing/Review Form the User may:

Set the Options by which Work Orders will be displayed for review.

Review these Work Orders based on a Date Range of your choosing.

Enter Technician's Labor on the Work Orders.

Enter Inventory and other expenses that was required for the Work Orders.

Complete any missing information, as needed to finalize the Work Orders.

Generate Invoices for Work Orders that are Completed.

 

See the Work Order Invoicing/Review and related chapters for detailed information about this form.