How to add items to an invoice before dispatching

Article author
Craig Handley
  • Updated

Sometimes it may be necessary to add products to an invoice. Read the following instructions to learn how.

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  1. Access the tasks page by clicking Servicing from the top navigational tool bar. Select Tasks.
  2. Click the Manage Tasks button.
  3. Search the property you wish to edit the invoice for.
  4. Click the View button that corresponds with the property in the last column at the right on the tasks log. 
  5. From the property task page, select the Work tab.
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  7. In the field labelled Service Tasks, you will be able to see all products that are currently included in the invoice. Click Edit Service Tasks.mceclip1.png
  8. Click Add service task to add a new row to the current list of service tasks.
  9. Double click an empty product, asset or service field. As you begin to type, your list of products from the system will appear in a drop-down menu. Click the product, asset, and service you wish to add.mceclip2.png
  10. Press Save Changes once completed, and ensure you perform the product in order for it to appear on the invoice. Click discharge changes to not proceed. 
  11. Click back through to the main job via the breadcrumbs at the top of the screen.

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