Helpdesk Work Page Invoice Actions

The "Confirm WO Invoiced to Client" action should be used if the Work Order in question needs to be submitted to the Client as an Invoice. These rules are bespoke to each Management Company and will need to be checked with the Finance Manager. To... Read More

When the work for a Work Order has been completed, the Invoice will need to be added to the Work Order to ensure the work is paid for. Some Work Orders may have Invoices against them already but they could contain incorrect data. Both of these... Read More

These actions appear in the Helpdesk Work Page in the Work Orders module.     Adding/Editing Invoices  Delete Invoice  Confirm WO Invoiced to Client - Helpdesk  Reset Confirm WO Invoiced to Client  Set Accrual to Zero - Helpdesk  Read More

To set accrual to zero see Set Accrual to Zero Read More

Sometimes, certain Invoices may be incorrect or are no longer needed and may be required to be removed from the Work Order. This can be done using the Delete Invoice function on the Work Order screen.    1. When in the appropriate Work Order, go... Read More

If a Work Order has been confirmed that it has been invoiced to the Client incorrectly, there is an option to reset the confirmation. To reset the Work Order Invoiced to Client flag on a Work Order, go to “Work Order Invoiced to Client” action in... Read More