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Service

Work in Progress - Invoice Project

The Work in Progress (WIP) screen displays:

  • Parts that have been issued or
  • Third Party Services that have been received
    but have not yet been invoiced.

If these items are non billable, the work order, call or project will not have been closed yet.

Return Requests can be raised for Internal Assets to return the item to the Asset warehouse.

Ribbon Access:  Service   >   WIP

  1. The Work in Progress for all work orders listing screen will be displayed.
  2. Click on the row of the item or service you wish to invoice.

    Note that if the item you have selected is linked to a Project, the Invoice Project button in the ribbon will be activated.

  3. Click on Invoice Project.

  1. The Add new Customer Invoice screen will display.
    • You will note that the Customer Details would have been populated.
    • You will need to add a Reference No., as well as search for the correct Contact Name, Billing Customer and Billing Contact, if more than one has been set up for the customer.
  2. When you have finished editing the details on this screen, click on Save

  1. You will return to the Work in Progress for all work orders screen.

To view the invoice and further invoice processing, refer to Introduction to Sales Invoices.