In Heyquip: Service & Repair
You will have a customer invoice for the work order's billable parts and priced labour, sourced back to the work order.
Steps
- Open the work order and check the Tasks and Parts section. Make sure all the tasks to invoice have a price and that the Billable box is checked. Also make sure the Parts to invoice have the right price and that the Billable box is checked.
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Click Create Invoice on that banner to bill the billable items to the customer. This is open the new invoice in another window.
When you finish, the customer invoice shows Work Order as its source.
Good to know
- The invoice will stay in the work order at the bottom for you to access it at all times.
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A separate Billing button also sits at the top of the work order.
- A Work Task can carry its own price alongside its timed Duration, so labour is billable task by task, the same way Parts are. See Complete a work order. Create Invoice bills both the priced tasks and the billable parts to the customer in one pass.