Create Invoice from Service Work Order

In the Service Work Order Management page, you can also create an Invoice for the service to be rendered by your employee to the customer.

Learn how to create an invoice for and cancel an existing work order. 

You can only create an invoice if the status is already in " IN PROGRESS"

  • To set the work order status to IN PROGRESS, click the View button of the corresponding new work order. 

  • Click the "Set to In Progress" button. 
  • You have to verify your account by providing your password before making any changes in a work order.

You have four (3) actions that you can do when a work order is “IN PROGRESS”:

Edit Work Order It allows you to make changes in the work order.
Create Invoice It allows you to create an invoice within a work order module.
Cancel Work Order It allows you to set the work order status to “Cancelled”

Create an Invoice for  Work Order

  • Click the Create Invoice button. 
  • The Create Invoice section will expand within the Work Order Details. 

Invoice Number A 12-digit auto-generated number by the system.
Invoice Date The date marked on a due bill or a purchase record which represents the date of purchase or services rendered.
Payment Terms These terms specify the period allowed to a customer to pay off the amount due.
Due Date Refers to the day the invoice must be paid at the latest.
Discount The discount to be applied in the invoice
Tax Issued for taxable supply of goods and services
Partial Due The partial amount to be paid.

NOTE: The invoice created in Work Order will also be visible in the Invoice module.

Once the invoice is created for a work order, the status of the work order will be changed to "PENDING PAYMENT".