Adding a Sales Invoice to a Work Order

Note: Before starting, make sure to activate the Work Orders app in your account.

Steps to add a Sales Invoice to a Work Order

1. From the main menu, click on “Work Orders”.
2. Select from the list “Work Orders”.
3. Click on the desired work order file.
4. Click on the “Add” button.
5. Choose from the menu “New Invoice”.
6. Fill out the invoice details as required. For more information about the nature of the invoice fields, see the guide “Creating a Sales Invoice”.
7. Click on the “Save” button.

The software adds a record of the created invoice within the work order file, and the payment amount is recorded as a [cash flow] that appears in the “Financial Transactions” table of the work order.