Posting a Work Order

Posting finalizes the work order and generates and invoice. The invoice is then archived into customer and vehicle history.

To Post an invoice:

1. Click on File.

2. Click on Post. The Post Invoice Wizard opens.

3. The first dialog will provide any warnings before you proceed with posting.

   1. If an item is not complete, you will not be allowed to continue. Below is a list of common incomplete items:

      • Material not received.

      • Material from inventory with low stock.

      • Service Advisor not assigned.

      • Technician not assigned.

   2. A list of common warnings:

      • No time specified on labor operation.

      • Profitability thresholds are below target.

4. The second dialog allows you to update the odometer reading if required. It also calculates the next service visit date based on the maintenance plan and allows you to schedule the next appointment automatically using either New Work or Scheduled Visit once the invoice is posted.

5. The third dialog displays the account status and invoice amount.

6. Choose the method of payment from the drop down list and click next.

1. If you are using credit card processing integration, authorize the transaction.

2. If you have the signature pad feature enabled, have the customer sign at this time and then click save. If you do not wish to collect a signature, click cancel. Note that customer authorization information using the revise authorization tool will be printed on the final invoice.

7. The fourth dialog displays the default print settings. If required:

   • Choose a different printer from the drop down list.

   • Override the number of copies to be printed.

   • Indicate the number of inspection copies to be printed.

   • Select to have an estimate printed with the invoice. An estimate will print for all items that were deferred on the work order.

   • Select an email address to email a copy of the invoice. If there is no email address on file, choose <> to manually enter an email address immediately after posting.

8. The fifth dialog displays a summary and asks for confirmation of posting.

9. Click Yes to Post the invoice or No to cancel.

Invoice Posting Tour

To Split Bill an invoice:

1. Follow the instructions above from step 1 to 5.

2. Enter the amount the first party (contact on the work order) is paying and in what form.

3. Click Next.

4. In the Customer field, search for the second party. Note: It can be the same contact using two different methods of payment.

5. Select the method of payment to be used. Click Next.

6. Print and Post the invoice as directed from step 7 above.

Split Payment Tour