# 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):*

{% file src="<https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FqnjnL8mQ8852C3XShCkI%2FInvoice%20Generation.pdf?alt=media&token=99f745af-c950-4d34-be57-5679fc1e796f>" %}

## 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.

&#x20;In the Inbox, it is possible to sort and show the tasks by *Date*, *Favorites,* or *Priority*.

| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F4smSQ8iXmGkNjzJq6Aur%2Fimage.png?alt=media&#x26;token=fff853db-780e-4f82-8817-92c43f412683" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FR4eKNccVKERT2qOHGiJq%2Fimage.png?alt=media&#x26;token=d4dcbad9-d49f-4fc1-949f-ba817b62a65c" alt="" data-size="original"> |
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| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F6zP3PJ7QCjYVZQY7Ehjm%2Fimage.png?alt=media&#x26;token=cd461824-4f53-4497-aa0e-b573664fbd43" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FpGQEToYEuT2gTmgFa2eE%2Fimage.png?alt=media&#x26;token=62738b8b-3c9e-4f4a-a844-f8fea6f9d759" alt="" data-size="original"> |
|                                                                                                                        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.

| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FiSM3RIVeOdHQXalOlhIv%2Fimage.png?alt=media&#x26;token=d79912f9-49cd-458b-afcc-6b91f4524ca6" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FDXlCttnbc7KOU5HiKY1T%2Fimage.png?alt=media&#x26;token=489169e7-c2a7-42c9-86f3-d28bcd3493bf" alt="" data-size="original"> |
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|                                                                                                                        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.

| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FmsgjLEidAmLKhZGaAP1h%2Fimage.png?alt=media&#x26;token=7862302c-e237-4ac5-ad2b-732fe2816ac2" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F4sqF2PTWTNXqamvC6lwd%2Fimage.png?alt=media&#x26;token=e40f1c1e-e938-4c44-8f81-23215de355a7" alt="" data-size="original"> |
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| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2Fq5rAK1CZdiDBVOUgy3QO%2Fimage.png?alt=media&#x26;token=79bc56cc-48db-468a-914c-0de61d6aa864" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F4XeokLMQO8EM7DAK8fpg%2Fimage.png?alt=media&#x26;token=ee61bbfe-1bd8-4040-9aea-458c330f13f0" alt="" data-size="original"> |
|                                                                                                                        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.

| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FFldpHDCXuI7jfyhQo58J%2Fimage.png?alt=media&#x26;token=c98f0b67-73c3-4eb2-bfc8-4ed93ec61a8d" alt="" data-size="original"> |                                                                                                                         <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FmTGQ4kGhVS7FgOKhSBtW%2Fimage.png?alt=media&#x26;token=9a2b6b27-2e12-4fbb-81a6-ebf139a7aa78" alt="" data-size="original">                                                                                                                         |
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| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FMkSr674eyoEwhPS9ZU0a%2Fimage.png?alt=media&#x26;token=db763ffa-2f33-495b-960c-c2f16ea010e6" alt="" data-size="original"> | <p><img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F1PQn26umLzfSiGeYxJt0%2Fimage.png?alt=media&#x26;token=befd2af6-7118-4190-a933-a225af328e26" alt="" data-size="original"><br><img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FC78GeQqKSFklBzfkiU78%2Fimage.png?alt=media&#x26;token=2cc67235-aad1-4e45-8911-6515cca7392a" alt=""></p> |
|                                                                                                                        Flow Connect                                                                                                                        |                                                                                                                                                                                                                                                Flow Classic                                                                                                                                                                                                                                                |

Example of Service Invoice:

| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F5fIlDpBvCYO8UAO0FrQD%2Fimage.png?alt=media&#x26;token=87aa13f1-3b53-4f01-8952-75f96867e11b" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F1j1rJRCwupJsF5920cAC%2Fimage.png?alt=media&#x26;token=030bf96d-e510-4f94-860c-5acb289b8213" alt="" data-size="original"> |
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|                                                                                                                        Flow Connect                                                                                                                        |                                                                                                                        Flow Classic                                                                                                                        |

{% hint style="info" %}
*\* = Mandatory Field*
{% endhint %}