coreSTORE - Work Orders: Invoicing a Work Order
This guide will walk you through the process of invoicing work orders in coreSTORE. Proper invoicing is crucial for accurate financial tracking and ensuring that customers are billed correctly for the services provided. By following these steps, you will be able to create and manage invoices for work orders efficiently, improving the overall workflow and financial management of your business.
Click on Sales
Let's make a sale! Click "Sales" to head over to the new sale screen and start ringing up your customer.
Click on New Sale
Click "New Sale" to jump into the sales dashboard and start the checkout process.
Click on Suspended Sales
Need to find a work order or suspended sale? Click "Suspended Sales" to see a list of all currently pending sales in the system.
Change Type to Work Order
Focus on work orders needing payment! Switch the "Type Filter" to "Work Order." This will display only open work orders currently awaiting customer payment.
Identify the correct work order
Track down your work order! The "Suspended Sales" screen lets you find the specific work order you need. Use the filter options (name, date, etc.) to narrow down your search and quickly locate the right one.
Click on Unsuspend
Closing the work order: Clicking "Unsuspend" on the chosen work order in "Suspended Sales" brings it into the sales screen. This lets you either:
Finalize the work order by collecting payment.
Add more items to the sale before checking out.
Sales Screen
On the sales screen you will see that it has brought in the item we have worked on and the labor attached. If there are parts on the repair those will also be displayed. Keep in mind you can add attitional items.
Click Continue
Moving on to payment: Click "Continue" on the sales screen to proceed to the payment selection stage. This is where you'll choose how your customer will settle the work order.
Select your payment method and click add payment / Complete Sale
Choose how to pay! On the payment screen, you can select the desired payment method or split the work order total. To split the payment, simply adjust the collected amount and choose the different payment options your customer will use.
Click on OK
Finalize and collect! Click "Okay" on the payment screen to complete the work order transaction.
Receipt
All wrapped up! Once you finalize the transaction, a sales invoice will print for your records. You'll also have several options to share this receipt with your customer electronically, ensuring they get a copy conveniently.
Click on Sales
Let's make a sale! Click "Sales" to head over to the new sale screen and start ringing up your customer.
Click on New Sale
Click "New Sale" to jump into the sales dashboard and start the checkout process.
Click on Suspended Sales
Need to find a work order or suspended sale? Click "Suspended Sales" to see a list of all currently pending sales in the system.
Change Type to Work Order
Focus on work orders needing payment! Switch the "Type Filter" to "Work Order." This will display only open work orders currently awaiting customer payment.
Identify the correct work order
Track down your work order! The "Suspended Sales" screen lets you find the specific work order you need. Use the filter options (name, date, etc.) to narrow down your search and quickly locate the right one.
Click on Unsuspend
Closing the work order: Clicking "Unsuspend" on the chosen work order in "Suspended Sales" brings it into the sales screen. This lets you either:
Finalize the work order by collecting payment.
Add more items to the sale before checking out.
Sales Screen
On the sales screen you will see that it has brought in the item we have worked on and the labor attached. If there are parts on the repair those will also be displayed. Keep in mind you can add attitional items.
Click Continue
Moving on to payment: Click "Continue" on the sales screen to proceed to the payment selection stage. This is where you'll choose how your customer will settle the work order.
Select your payment method and click add payment / Complete Sale
Choose how to pay! On the payment screen, you can select the desired payment method or split the work order total. To split the payment, simply adjust the collected amount and choose the different payment options your customer will use.
Click on OK
Finalize and collect! Click "Okay" on the payment screen to complete the work order transaction.
Receipt
All wrapped up! Once you finalize the transaction, a sales invoice will print for your records. You'll also have several options to share this receipt with your customer electronically, ensuring they get a copy conveniently.
Updated on: 06/26/2024
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