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Converting a Work Order to an Invoice

Here's how to convert an existing Work Order into an Invoice from completed work while preserving labor, parts, and service details. 

Navigate to the Work Order you would like to convert to an Invoice. Press the Tools button.

Select Convert to Invoice

There are two options when converting a Work Order to an Invoice. If you want to convert the entire Work Order to an Invoice, select Convert to Invoice. 

  • 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.
  • All Labor will be added to your invoice.
  • All work order components will be converted to invoice components, along with their times.
  • If a work order component was linked to a discrepancy, this relationship will be maintained in the invoice.

If you want to be able to select which discrepancies/parts are converted to an invoice, here's an article on how to do that: Converting a Work Order to an Invoice (Discrepancy Select)

Your invoice has been generated from the work order. Please note, converting a Work Order to an Invoice does NOT change or delete your Work Order or any of its details.