With AutoSoftWay, there are two methods to create an invoice:
- Create an invoice from scratch
- Create an invoice from an existing order
In this guide, we will explore both of these options in detail.
Method 1: Creating an invoice from scratch
Step 1
Starting from the Welcome page, navigate to sidebar menu, and click on the ‘Invoices’ tab under the ‘Invoice & Estimate’ section.
Step 2
Starting from the ‘Repair Workflow’ menu, click on ‘Invoices’ and click on ‘Add’.
Step 3
A pop up window should display empty fields for a new invoice.
Proceed to fill these fields, starting with the client’s vehicle information and press on ‘Save and Go to Invoice Review’.
Step 4
Make sure the information is input correctly. If more services performed need to be added click “+” button to add to the invoice!
You may add as many labour services as required.
Step 5
if more products or services need to be added click on the “+” button to add the parts to the invoice!
You may add as many parts as required.
Step 6
By completing the previous steps for parts and labour, the system will automatically calculate the total cost. When complete, proceed to click on the ‘Save Invoice’ button to create your invoice!
The newly created invoice is submitted and ready to be viewed.
Option 2: Create an invoice from an existing order
Step 1
Starting from the Welcome page, navigate to sidebar menu, and click on ‘Repairs Workflow’.
Step 2
In the ‘Repair Workflow’ menu, locate the order you’d like to generate an invoice for, and click on the create invoice button as shown below.
Step 3
You will find that the invoice has been pre-filled with information from the existing order.
Step 4
Review the invoice information, and click on ‘Save Invoice’ when you’re ready to generate the order.
