Invoices

GoServicePro allows you to keep track of expenses, parts used, price schedules, and much more. When these are done on a particular project or case, you are able to roll up all of the invoice data from the different work orders into one invoice. This information can be displayed both out in the field as well as generated in the back office. In other words, since billable items are defined in the service offerings related to cases and work orders, invoices completely depend upon the service offering associated with the cases or work order for which you want to generate bill.

See Also

Invoice Form

New Consolidate Invoice

Regenerate Details

Generate Invoice

Generate Quote

Billing Summary

Line Items

Activity

Error Log

Invoice Adjustments

Manual Items

Steps:

  1. To navigate to Invoices – listing screen, on the left pane menu, expand Billing and then click Invoices. The Invoices listing screen lists all the invoices from the complete Business Unit.

  2. To export the listing grid display results, click Export to Excel button and then save the Excel file to desired location.

  3. To filter the search results, in the search bar, type the keyword and then click Search button.

  4. To clear the filter results/search results, beside Search field, click Clear button.

  5. To create a new filter:

    1. In the Search bar, type the keyword to display search results in the listing grid.

    2. Click Filter button and then in the dropdown menu, Click New Filter button.

    3. In the text field, enter the filter name and then click Save Filter.

  6. To delete existing filter:

    1. Click Filter button and then from the dropdown menu, select the filter that you want to delete.

    2. Click Delete Filter button.