There are three types of invoices a user can create: recurring invoices, work order invoices, and manual invoices.
Recurring invoices are typically created in bulk once a month. This operation is performed from Accounts Receivable > Invoices > Recurring Invoices.
Work order invoices can be created from an individual work order or by invoicing from the Ready To Bill queue (Accounts Receivable > Work Orders > Ready to Bill Work Orders).
Manual invoices are created for products and services not linked to RMR or a work order.
When would a Manual Invoice be used?
Manual invoices can be created for several different situations:
- Over the counter part sales
- Pro-rated recurring services
- Permits & Fees
- Invoicing a customer for NSF (not sufficient funds) charges
- Should have invoiced for charges on a work order, but the work order was closed without invoicing the customer.
- Parts used on a work order were not invoiced on the work order invoice, and you need to invoice the customer and relieve inventory.