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Replace Demanded Field into the Invoice

Replace Demanded Field into the Invoice

Aug 6th, 2022

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How to Replace Demanded Field into the Invoice

4.7 out of 5

63 votes

this is tanya regna with western computer and today were going to take a look at how easy it is to convert a work order straight into an invoice to send to your customer and potentially integrate into your financial system here we have a work order that we can see has been completed so all of the bookings have been entered and marked complete we can also see that it is ready for invoice in the sub status we notice that the summary information and all other required fields are filled out and when we take a look at the products we can also see that the products have been added identified as used and we can also notice that the services have been entered doing another final review we can see that all the service tasks were completed so this work order has been completed to the satisfaction were going to go ahead and mark this as invoiced by changing my system status to closed posted this in the background is going to generate an invoice for this customer related to this work order with

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