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Add an invoice from a Work order / Visit
Add an invoice from a Work order / Visit

How to link an invoice to a Work order / Visit to speed up the process in the field

Stella Marques avatar
Written by Stella Marques
Updated over 7 months ago

You can link an invoice to a work order to make it easier to trace information and/or save time for your teams. There are 2 specific cases where this option is useful:

  1. For exterminators who want the pesticides used during their treatments to be automatically copied onto the invoice.

  2. For customers who want the invoice to be released by the technician at the end of the job.

To save time, we recommend creating the invoice in the "job" folder to which the visit is linked, so that the technician only has to select it and send it to the customer after the work has been completed.

How to link an invoice to a Work order / Visit

From the Work order / Visit:

  1. Click on Add an invoice in the add-on modules.

  2. Click on Add invoice.

  3. You will then have the option of Creating an invoice or clicking on a previously created invoice (as shown below).

Note for exterminators

This operation will automatically record the pesticides used and listed by the technician in the fields on the invoice as follows:

How to remove a linked invoice on Work order / Visit

If you wish to remove a linked invoice, simply click on the garbage can (see below) and select the delete option.

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