Why:

An order should be invoiced once all operations on it have been completed and parts delivered. An order is considered to be complete once the invoice has been raised. An invoiced order is considered as closed, therefore no amendments can be made to it.

 

Where:

From the Workshop Order View, open the order that you would like to invoice. When you have opened the order, select Order from the menu bar followed by Print > Invoice > Online. This will display a Print Invoice window. Prior to this various message dialog boxes may be displayed dependant upon parameter settings and if there are incomplete claim jobs.

 

How to Invoice Workshop Orders:

In the Print Invoice window, select the required number of copies and any other information you want to see on the invoice.

Click OK to generate invoice print.

 

What else would you like to do?

Batch Invoicing.

 

Related Topics:

The Customer Master File.

Invoicing a Parts Order.

Previewing an Invoice.

Reprinting an Invoice.

Complementary Business.

 

Set up:

Various parameters control the layout of an invoice print and the information that it contains. For example INV 115 allows for the use of an invoice date other than today’s date when completing a parts or workshop order. Parameter INV 152 controls whether zero amount invoices are produced or not.

Printing package details is controlled via parameter INV021.

The first character controls Operations details and the second character controls Part details. 0 = No Print. 1 = Print.

For example. 00 = Do not print operations or parts. 11 = Print operations and parts. 01 = Do not print operations but print parts.

Parameter REC 201 determines if time recording records by a mechanic against the order/operation have to be ‘flagged’ as completed before the invoice can be produced.

Parameter WOC 004 validates each operation ensuring they have been assigned a Mechanic Number. Any operations that have not been assigned a valid Mechanic Number will be displayed in a warning dialog box and must be corrected before the invoice can be completed.

Various rules are in place for ‘Bureau’ invoicing based on Customer type (Cash/Credit/Internal) , Print method (Local/ email/Bureau) and Parameter INV155 which will allow an online invoice to be printed.

Internal invoice prints are conditioned based on OEP 019 (Alternative Payment code mandatory) and where POS a separate document will be generated based on a combination of PC/APC.