Billing, Invoicing, and Payments

Creating an Invoice

An invoice can be created for a service appointment whose status is Completed.

To create an invoice:

1. Go to the Work Order module and click the work order whose service appointment you want to create the invoice for.
   
2. Click Service Appointments related list in the right pane and click the service appointment you want to create the invoice for.
   
3. In the Service Appointment Details overlay, click Generate Invoice.
   
   
   
   
4. Click Continue in the Generate Invoice overlay.
   
   
   
   
5. Click Send Invoice in the Invoice Details overlay.
   You can also perform this action from the Send Invoice transition for the service appointment.
   
   
   
   
6. Click Send Invoice to dispatch the email.
   You can email the invoice to one or more recipients. The email addresses associated with the contact will be pre-filled by default. You can include other email addresses as well.
   
   

Making Payments

You can record the details of the payment made for an invoice.

1. Go to the Work Order module and click the work order you want to work with.
   
2. Click Service Appointments related list in the right pane and click the service appointment whose invoice you want to record the payment for.
   
3. In the Service Appointment Details overlay, select the Invoice tab and click Record Payment from the more options [] icon.
   
   
   
   
4. Click Record Payment in the confirmation message.
   
   
   
   The status of the service appointment changes to Paid.
   
   
   
   The payment made is listed under Current Invoice Payments.
   
   
   

1. In the manner described above, you can create invoices from the Service Appointment Details overlay from the Dispatcher module.
   
2. Whether created in web or mobile app, the invoices will be synced.
   

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