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.
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In the Repair Order List screen, find your RO and click Invoice.
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Ensure the costs have been added to the RO. If they have not, click Review Job Charges to add all costs associated.
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If the customer has not yet arrived to make payment, we want to mark the RO as Work Finished & Invoice Ready.
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Click Prepare Invoice, then Prepare Customer Invoice.
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Enter the Completion and Invoice Date.
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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).
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Click Work Finished & Invoice Ready.
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A pop up will appear asking if you want to Print or Email the invoice.
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If you did not print the invoice in the previous step, you can click Print Invoice in the invoicing screen.
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Once you are ready to process the payment/invoice, click Process Payment, then Process Customer Payment.
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The details entered in the Prepare Invoice step have been retained. If the payment method differs you can change here.
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Click Process Invoice.
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