Invoices
- Chellie Esters
- Joseph Yarborough (Unlicensed)
Owned by Chellie Esters
Once a work order is completed, you may create an invoice through Provider Automation.
An invoice is a financial document that specifies labor, material, and other charges as well as the tax and invoice total amounts.
You can issue an invoice only once a work order is either in the Completed or Completed/Confirmed status. Your client may then review and process invoices: approve, hold, or reject them. An invoice cannot be created without a work order, and each work order can only have one invoice.
Articles in this Section
- Creating an Invoice in Provider Automation
- Creating Invoices Using Templates
- Viewing and Taking Actions on Invoices
- About Invoice Details, Statuses, and Types
- Filtering and Searching for Invoices
- Sorting Invoices in Provider Automation
- Invoicing for Clients with Reasons for Rates Mismatch Turned On
- Invoicing for Work Orders where Refrigerant was Used
- About Negotiated Price Lists
- Notifications on Rejected Invoices
- About Digital Invoice Copy
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