How do I invoice a workshop job?
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Revision as of 10:57, 7 November 2008 by Robert Hearn (talk | contribs) (New page: {{Review}}{{Incomplete}} == Summary == This article will describe how to invoice out a Workshop job once it has been completed. == More Information == Once a Workshop Job has been [[Crea...)
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Summary
This article will describe how to invoice out a Workshop job once it has been completed.
More Information
Once a Workshop Job has been Created and all Parts and Labour added, and the actual works done the workshop needs to Complete the Job by invoicing it out.
To do this go to "Workshop Management" -> "Workshop Diary".
- Search for a job using <Ctrl+F1> enter in either the Job number, Customer Account or Vehicle Registration. click [Search].
- This will show the results of the search on a new screen, double click on the Job that is ready to be invoiced out and completed.
- This will then highlight the job in the "Workshop Diary" click [Edit] to go into that job.
Invoicing the Workshop Job
This will take you into the "Workshop Job Properties" screen, that holds the details about the customer, vehicle and workshop job.
- Press <F6> or click [Invoice] at the top of the page. This will take you to the "Job Details" screen. This is the place where you would have added Parts and Labour originally when Creating the workshop job.
- Check over the parts added and the amount of labour charged. If these are all correct press <F7> or click the [Invoice] at the bottom of the page.
- This will then display a "Account Details" screen, showing a summary of the customers details and balance. Click on the [Ok] button to proceed.
- This will then take you to the "Document Control" screen, that shows the amount to be invoiced.
 | If a Payment is to be taken then make sure that the "Payment :" is set to 'Y'. If the Customer is not paying now and will be paying later then set the "Payment :" to 'N'.Doing this will complete the Job but leave it Unpaid! |
- If this figure is correct then proceed by pressing <F7> or Click the [Invoice] button.
| If not then press <Esc>. Go back to the Job Details screen amend the incorrect part or labour and continue with the steps above. |
- A "Vehicle Information" screen prompt will appear requesting various information about the vehicle. Fill in any information that is needed and then press <Esc>, and then click [Accept].
- You will be presented with a "Payments" screen asking how the Payment will be made by the customer. Select the payment method that they are paying by.
- If they wish to receive a receipt as well as an invoice click the "Receipt Print?" prompt at the bottom of the screen and then click [Post].
- This will now send an invoice to the printer. A screen prompt will appear asking "Do you want to accept or ignore the document, or reprint the document?", check the invoice and if happy click on the [Accept].
- A Till payment screen will appear asking "Do you want to log this payment into the till?" click the [Yes] button.
- This will take you back to the "Job Details" screen, press <Esc>, which take you back to the "Job Properties" screen. Note that the "Status :" will now be 'COM' for completed.
- Press <Esc> a screen prompt will appear asking "Do you want to accept or ignore any changes made?" click [Accept] taking you back to the "Workshop Diary".
See also
- Creating Workshop Jobs
- How do I add Parts to a Workshop Job?
- How do I add Labour to a Workshop Job?
- How do I Credit a Workshop Invoice?
