Create an invoice

An invoice is made from a completed job. The services, the customer and the vehicle carry across, so there's very little to type.

From the job page

1. Open the job and make sure its status is Complete. If you've just changed it, choose Save job first.
2. In the Invoice card, choose Generate invoice. If the job already has a draft, choose Open draft ↗ instead.
3. Check the lines and the totals.
4. Choose Save draft to come back to it later, or Generate invoice to issue it now.

From the Invoices page

1. Open Invoicing and choose New invoice.
2. Choose the completed job. You can search by reg, customer or service.
3. Check the lines and the totals.
4. Choose Save draft or Generate invoice.

Good to know

• Generate invoice issues the invoice straight away, and that can't be undone. You're only asked to confirm when the job already has an issued invoice.
• Only jobs with a status of Complete can be invoiced. On other jobs, Generate invoice is greyed out.
• Jobs that already have a draft or an invoice are hidden from the list, so nobody bills the same job twice by accident. Tick Include jobs with a draft invoice or Include already-invoiced jobs to see them.
• Pressing Enter only ever saves a draft. It never issues the invoice.
• A draft can be changed as often as you like. An issued invoice can't be changed at all.
• A new invoice starts with a line for each of the job's services, and a labour line for the job's duration at the labour rate from your garage's settings. Add any parts yourself.

Related

• Add or change invoice lines
• Issue an invoice
• VAT on invoices