How to convert a work order to an invoice

To convert a work order to an invoice:

1. Navigate to the Work Order by selecting the WO# in the backend.

- This can be done via the Work Orders tab on the navigation bar, building, or account and on the proposal or inspection detail screen from which a work order was converted.

2. Select + Create > Invoice option in the upper-left of the screen. 

- You will be redirected to the new invoice

3. Review the details and make any edits needed. 

- Any materials, services, or line items added to the work order will appear on the invoice. 

- To add additional items select the Add Line Item option. 

4. Save or Save and Send. 

- Saving will save the invoice as a draft which you can edit and send later. 

- Save and Send will save the invoice and send it to the corresponding contact.