Jiwa Service Manager – Invoicing Tasks

In this article we look at invoicing tasks on service jobs.

Before proceeding please ensure that you have reviewed the following articles on Service Manager;

 

Processing Tasks

Tasks on a service job can be invoiced individually or together as a single job.  How service jobs are invoiced will be dependant upon your requirements and business processes.

To begin load the service job you want to invoice into the Service Jobs form

From the menu ribbon select Process Makes Sales Order

 

The Process & Make Sales Order popup will appear

By default the task that was active when you selected to process will be the task that is flagged to process.