Invoice walkthroughLast updated on 03/22/2022
The invoice record contains details about the invoice such as customer details, payments, technicians, and tasks. You can also make edits to the invoice record. This walkthrough will familiarize you with each section of the invoice.
Invoice header
The invoice header includes:
Invoice actions
On the invoice record, there is an actions menu on the left side of your screen. This menu allows you to:
Add service items to the invoice
Add material items to the invoice
Add equipment items to the invoice
Customer and job details
The customer and job details section of the invoice record shows information such as customer name, billing and service address, job and invoice summary, and invoice total.
The customer and job details includes:
Payments
The Payments sections of the invoice record shows the payment history for the invoice.
Note: The Payments section is on the invoice record only if payments have been made on the invoice.
The Payments section includes:
Tasks
In the Tasks section of the invoice record, you can find a list of the service items. The section includes all billable items on the invoice such as services and chargeable materials.
The Tasks section includes:
Materials
In the Materials section of the invoice record, you can find a list of the invoice line items for materials.
The Materials section includes:
Sold By and Splits
The Sold By and Splits section includes:
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.