Work order Introduction
Work order created manually in straight invoice send your customer in financial system.
In this work order we are creating invoice.
This process is simply and to fast we create the invoice to this word order.
STEP:1
Click on the work order and Active Work orders in this we select already create record as show the image.
This we generate invoice so now we create the invoice.
STEP:2
Image1
After that next we add some date in summary in to general we full the options like showing the image.
Work order number its automatically system provide.
Service account hear I choose one service account it’s Janu.
Billing account same choose one of the fourth coffee.
Functional location selects the test this are only examples.
Image2
In this image 2 Changing some status in my system choose the system status is posted and closed posted it is going background generate invoice customer. we are select this posted.
Sub status is Ready invoice.
Work order type check
Price list is us dollar.
Work hour template is test.
Work order summary is checking the cooking machine.
This are only example and add some option then select save.
STEP:3
Work orders click on the customer detail.
Click on the Primary contact enter details.
Click on the email enter.
Address phones enter details.
Select the save.
STEP:4
Related work order parts and services already completed.
Click on the Services enter data then select the save.
STEP:5
Select the Servicer Tasks and it’s already entered data so click on the save button.
STEP:6
Select the service and choose the sales it’s navigating to sales side and looking invoice this invoice is generated as showing the image.
In this image we see the All service- maintenance based invoices below we create invoice.
STEP:7
Next click on invoice and see the below image hear we create the invoice after completing its click on the right side 3 Dots.
STEP:8
Click on the 3 dots and select Confirm invoice click on that when we select confirm invoice once we select, we can’t change anything in this record. We can only read this record .
After click on that it’s change as showing the image 1 and image 2
Image 1 note is this invoice has been billed. Further changes are not allowed.
Image1
Now we create work order invoice completed Image2
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