How do I Convert a Work Order into an Invoice?

Updated on November 11, 2020 10:08PM by Admin

The Work Orders (WO) application allows you to easily manage and dispatch resources to address customer problems on-site. It also provides a method for employees to track the hours & products used to resolve each work order. Once the problem has been resolved, you can invoice the customer from the Work Orders app.

Steps to Convert Work Order into an Invoice

  • Log in and access the Work Orders from your universal navigation menu bar.
  • Click on the “More(...)” icon and select “Settings” located at the app header bar.
Work Orders

  • From the Settings page, click on the Projects and select the“Conversion” from the left navigation panel.
  • You can view the Standard conversion for Invoices.
  • By default, all associated information will be in “Toggle ON” status.
Conversion

  • Now, go to the Work Orders Overview page and click on the Convert button.
  • Select the To Invoice button.
Convert

  • You will be redirected to the Create Invoice From Work Orders with the auto-updated work order details.
Customer

  • Then, click on the Email Invoice button or Save For Later button as per your preference.
  • Your Invoice will get created from the selected Work Orders.
Converted

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