To simplify workflows, we allow users the ability to convert a quote or estimate or a work order into an invoice. To do this, open any of these and select the Tools button which will give you the ability to convert that item into an Invoice.
When work orders are converted to invoices with the following attributes transferring:
- All discrepancies will convert to invoice labor items. If a discrepancy has been canceled, it will not be added to the invoice.
- All parts will convert to invoice parts. Inventory will not be affected regardless of whether or not Inventory Tracking is on.
- If inventory tracking is on and a part has already been invoiced, that part will not be added to the newly created invoice.
Invoices can also be accessed via an Aircraft Profile or from the My Invoices section in the left-hand navigational menu under Invoices / Quotes:
