How do I Convert a Work Order into an Invoice?

April 11, 2013 11:35pm by Apptivo FAQ


Answered on January 22, 2018 04:36pm by Maya Pillai.

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. Lets go through the following steps to raise an invoice.

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 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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