When should you create an invoice when completing a work order? Every time. However, there may be some instances where a technician will complete a work order but there’s nothing to collect from the customer. Even in those instances you’ll want to create an invoice.
Creating an invoice on a work order is what allows FieldEdge to calculate any costs, such as labor costs, on that work order. It’s also a way to let a customer know what work has been performed by your technicians.
Benefits of creating invoices:
- Track costs and expenses for profitability reporting. This can include labor costs on a work order.
- Gives the ability to send associated custom forms or attachments from a work order.
- Customer will receive description of the work that was performed.
- Gives more options for sales reporting in FieldEdge.
To learn more about how to create a "zero dollar" invoice from the office, click here.
Alternatively, if you would like to learn how to create a "zero dollar" invoice from mobile, click here.
The links in the final two sentences are not active, and I'd like to learn more about both.
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