Service Invoice List

The Service Invoice List is the hub for all things Service related. The list can be filtered, sorted and searched through to open an existing service invoice or create a new one. It shows each invoice as a row with key details like invoice number, date, customer/vendor, status and totals for parts, labor and or sublets. More column headers can be added or removed at your discretion.

How to Get There

Expand the Left Menu > click on Service > within the Service menu item, is the Service Invoice list.

Create a New Service Invoice

Click Add Service Invoice at the top of the page to start a new invoice.

Search, Filter and Sorting Invoices

At the top of the table, you can focus the scope of the list using the global Search, individual column searches and\or use Filtering and Sorting to refine search results. These filters help you quickly find invoices by customer, date range, status (like Estimate vs Open), or by who wrote the ticket. This can be in combination of one another or used separately.

• Search bar - General search of all columns
• Lot selector - Choose which lot you’re viewing; All Lots or Current Lot
• Column Headers - Can be used to filter through individual column headers

Column headers can be removed or shown based on your preferences. 

The order in which the column headers display can also be changed at any time, by dragging and dropping a column header.

At the bottom you’ll see:

• Items count
• Filters count
• Rows per page
• Pagination controls

Understanding Invoice Statuses at a Glance

Invoices will display one of these statuses at any given time:

• Estimate - typically an invoice in progress or not finalized
• Open - an active invoice that can be worked and collected on
• Closed - the service invoice has been completed and the invoice paid off 
• Voided - if an invoice was started, and fell through, you can void the invoice before or after payment has been made.

Opening an Invoice

Click an invoice row to open it. You’ll be taken into the invoice form where you can review or edit details, add labor/parts/sublets/notes, and collect payment when ready.