Step VII: Add Work Order Line Items to a Customer Invoice

At this stage there are two ways you can invoice for a work order you have created, each of which is explained below.

Add Line Items to a Customer Invoice

To create a customer invoice containing only the work order line items for the current work order, first click the Link/Copy to Invoice link that appears in the Financial section of the work order screen. On the Select an Invoice screen that pops up, click the Create New Invoice button. A new Customer Invoice will appear on the screen, containing the line items from the invoice along with the Billing Account, Location, Invoice Status, and Invoice Date associated with the invoice.

To add the current work order line items to an existing Customer Invoice, first click the Link/Copy to Invoice link that appears in the Financial section of the work order screen. On the Select an Invoice screen that pops up, click the Select button beside one of the Customer Invoices listed in the Draft Invoices table. The Customer Invoice you selected then appears on the screen with the line items from the work order appearing at the bottom of the Line Items table.

Add Line Items from Multiple Work Orders to a Customer Invoice

To add multiple work orders at once to a Customer Invoice, complete the following steps:

1. Go to the Financial tab and click the Customer Invoices option.
2. On the Invoice List screen that appears, click the View/Edit link for the invoice to which you want to add the work order items.
3. On the Customer Invoice screen that opens, click the Add Work Ready to be Billed button at the top of the Line Items table.
4. On the Work Orders Ready to be Billed screen that pops up, select the check boxes beside each of the work orders that you want to add to the Customer Invoice.
5. Click the Copy to Invoice button in the bottom right corner of the screen.
6. Click the X button at the top right corner of the Work Orders Ready to be Billed screen in order to close it.
7. The Customer Invoice screen then refreshes and displays all of the line items from all of the work orders you selected