How to process a service invoice

Once the repair order has been completed, it should then be costed up, and either marked as Work Finished & Invoice Ready, or the invoice should be completely processed if you are not waiting on customer payment.

1. In the Repair Order List screen, find your RO and click Invoice.
   
   
   
2. Ensure the costs have been added to the RO. If they have not, click Review Job Charges to add all costs associated.
   
   
   
3. If this is a customer job, and they have not yet arrived to make payment, we want to mark the RO as Work Finished & Invoice Ready.
4. Click Prepare Invoice, then Prepare Customer Invoice.
   
   
   
5. Enter the Completion and Invoice Date.
6. Select the Payment Method from the drop down in the Code column (you may not know this and can change later when processing the payment).
7. Click Work Finished & Invoice Ready.
   
   
   
8. A pop up will appear asking if you want to Print or Email the invoice.
   
   
   
9. If you did not print the invoice in the previous step, you can click Print Invoice in the invoicing screen.
   
   
   
10. Once you are ready to process the payment/invoice, click Process Payment, then Process Customer Payment.
    
    
    
11. The details entered in the Prepare Invoice step have been retained. If the payment method differs you can change here.
12. Click Process Invoice.
    
    
    
13. If the repair order is for an account customer, warranty, or pre delivery, you can skip the Prepare Invoice step and go straight to Process Payment.

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