Service Invoicing & Billing

Service work invoice

When repairs are complete, issue an invoice for payment. From the Change Work Order page, open the Billing Info tab. Enter all service work done and parts used to complete the repair.

Step-by-step billing

1. Set your invoice date (invoice # increments automatically from the previous invoice)
2. Confirm customer and vehicle are correct
3. Click Save to create a Service Billing Record
4. Add parts used for the repair—choose the proper Price to Use, enter quantity, and Save (price and line total fill in)
5. In Service Items, choose a service package or hourly rate; for packages price appears after Save; for hourly enter hours then Save
6. Review billing details, then click Adjust Inventory to update part inventory
7. Enter due date (often same day unless prior billing arrangements) and amount paid
8. Open Forms, choose the correct dealership invoice form, and generate the PDF
9. Print a customer copy (and often a second for bookkeeping); the system also keeps a file copy