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):

94KB

Invoice Generation.pdf

pdf

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

* = Mandatory Field