How do I Convert a Work Order into an Invoice?

April 11, 2013 11:35pm by Apptivo FAQ


Answered on January 5, 2017 03:24am by Amala Littey

The Work Orders (WO) application allows you to easily manage and dispatch resources to address customer problems on-site, as well as providing a method for employees to track the hours & products used to resolve each work order.

Steps to Convert Work Order into an Invoice

  1. Log in and access Work Orders App from your universal navigation menu bar. 
  2. Create Work Order or select the existing Work Order.
    select existing work orders
  3. Click on Convert” drop down found in the top right corner of the overview page to convert the Work Order into an Invoice.
    convert drop down

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