From the header bar, click Clear All >> New Document.
Add Parts to the Document
When done, click Invoice.
The Pay Type for the customer’s assigned Account Type must be left blank or set to Pay Later.
Click Account Types.
To apply discounts to a Document, select Work >> Discounts.
Input discount percent (%) or total on desired labor or product line >> click Update.
Split Payments can be used for 3rd Party customers to pay for part of the invoice. For example: insurance companies, warranty companies, or family.
Note: Invoices are not currently designed to display payment details. The options below are workarounds that some customers have found helpful.
To request additional product features, submit a Product Suggestion.
On the Repair Order, click Invoice.
Cancelling an Invoice
Returning parts or refunding items
It is best practice to credit the entire invoice, then re-bill the invoice with the corrections made.
QuickBooks Desktop Export setup must be completed before exporting. For instructions, click HERE.
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