Page Comparison

1. On the desired work order, click Create Invoice.
2. Enter a unique Invoice Number.
   
   
   
   

3. (Optional) Click the calendar icon to change the invoice date.
   

   Note
   The invoice date cannot be earlier than the work order completion date.

   
   

4. Click Confirm.
   
   
5. Select the correct Remit To address.
6. Enter a complete description of the work done.

7. Depending on your configuration, itemize the labor, travel, material, or other charges. The costs you need to break down appear as links in the Summary tab. Switch between the tabs below to check how to break down each type of cost.
   

   Rw ui tabs macro

   Rw tab title Labor   To break down labor charges: Navigate to the Labor tab. Enter the information on the employees who performed the job. Enter a negative rate per hour to mark the employee’s work done on credit.  Repeat the previous step to add another line item. Rw tab title Material To itemize material charges: Go to the Material tab. Provide the details on the material used to complete the work order. Enter a negative quantity to mark the material used on credit. Repeat the previous step to add another line item. Image Removed Image Added Rw tab title Travel To itemize travel charges: Go to the Travel tab. Provide the details on the travel charges used to complete the work order. Enter a negative quantity to mark the travel charges taken on credit. Repeat the previous step to add another line item. Image Removed Image Added

   
   

8.  Enter the Tax, either the percentage or the monetary amount, if applicable.

9. Click Send Invoice. 
   

   Success! You have created a Line Item Invoice with negative amounts. The Invoices List appears.
   
   

   

The total invoice amount may be negative. In this case, you technically pay it as the usual invoice, but neither money nor fees will be charged from your balance. Read Marking Invoices as Paid.