Introduction

Once the work order has been accepted, an invoice can be uploaded at any point. However, if the actions are all fixed, uploading the invoice will prevent the work order from being completed. Both are required to fully complete the work order.

How to upload an invoice:

1. Open the work order

2. Click or drag a file on to the dropzone

3. Enter the following invoice values:

• Subtotal

• VAT

• Invoice Number

• Invoice Date

4. Click Submit Invoice

The invoice will now be submitted to the client for their approval. If the invoice was submitted in error, or there are details you wish to change, you can remove the invoice and resubmit with new details.

Once the invoice is approved, you can no longer remove the invoice.