How do I add an item to an Invoice?

When building an invoice an Admin can select and add items from the existing Items List. Items are parts or services a company would charge their clients. 

From the Job Record, select Invoicing & Payments then select Add Item/Labor to search for the Item.

Note: An Admin can open the Job Record by selecting the Job Code from various locations such as Jobs, Scheduler or Accounts.

To search for an Item, an Admin can type in the Item Name/Part No or select the drop-down menu to scroll through the Items List.

Note: Admins can create a new Item to add to the invoice and Save for Future Use.

Once the Item is selected WORK will auto-populate Item details such as Item Description, Part No, and Price Details. An Admin can update Price Details if pricing changes between invoices then select Save.

Note: Admins can add special notes to this item that will only appear on this invoice in the Notes section. Notes are not saved between invoices.

To search for a group of Items, select the drop-down menu to see a list of the Tags.

Once a Tag is selected, select drop the down menu for Item Name to see all Items associated with that Tag.

Note: Admins can select more than one Tag at a time.

Once the Item is selected WORK will auto-populate Item details such as Item Description, Part No, and Price Details. An Admin can update Price Details if pricing changes between invoices then select Save.

Note: Admins can add special notes to this Item for this one invoice in the Notes section. Notes are not saved between invoices.

Learn how to organize items with Tags.