Invoice (Inbox)
Overview
The Invoice Workflow(app) is used to generate Service Invoices.
It is also possible to send the Invoice as a PDF file via E-mail.
The complete overview of the flow(app):
Invoice - Inbox
The Invoice Inbox is used to generate Service Invoices.
The Inbox also shows how many Work Orders there are with Reported Tasks that can be invoiced via a counter.
In the Inbox, it is possible to sort and show the tasks by Date, Favorites, or Priority.
Flow Connect
Flow Classic
Create new Invoice
Select the Work Order you want to generate a Service Invoice for in the Inbox
Select Create New* to create a Service Invoice
Press [Next] to proceed to approval of the invoice.
Press [Back] to go back.
Flow Connect
Flow Classic
Approve Invoice
Select the Work Order you want to Approve a Service Invoice for in the Inbox
Select the Preview ID*
Press [Approve] to approve the Preview ID,
Press [Cancel] to go cancel the Preview ID,
Press [Back] to go back.
Flow Connect
Flow Classic
View/Email an Approved Invoice
Select the Work Order you want to Approve a Service Invoice for in the Inbox
Select the Preview ID*
Enter an E-mail* address if you want to send an E-mail with the generated PDF file
Press on the Invoice file if you want to view the generated Service Invoice
Press [Email] to send an E-mail
Press [Menu] to go back to the menu.
Flow Connect
Flow Classic
Example of Service Invoice:
Flow Connect
Flow Classic
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