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.
![](https://www.autosoftway.com/wp-content/uploads/2023/04/Screenshot-123-717x1024.jpg)
Step 2
Starting from the ‘Repair Workflow’ menu, click on ‘Invoices’ and click on ‘Add’.
![](https://www.autosoftway.com/wp-content/uploads/2023/04/Screenshot-124-1024x109.jpg)
Step 3
A pop up window should display empty fields for a new invoice.
![](https://www.autosoftway.com/wp-content/uploads/2023/04/Screenshot-142-1-882x1024.png)
Proceed to fill these fields, starting with the client’s vehicle information and press on ‘Save and Go to Invoice Review’.
![](https://www.autosoftway.com/wp-content/uploads/2023/04/Screenshot-126-7-885x1024.jpg)
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.
![](https://www.autosoftway.com/wp-content/uploads/2023/04/Screenshot-127-1-1024x583.jpg)
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.
![](https://www.autosoftway.com/wp-content/uploads/2023/04/Screenshot-128-1024x177.jpg)
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!
![](https://www.autosoftway.com/wp-content/uploads/2023/04/Screenshot-129-1024x469.jpg)
The newly created invoice is submitted and ready to be viewed.
![](https://www.autosoftway.com/wp-content/uploads/2023/04/Screenshot-147-1024x174.png)
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’.
![](https://www.autosoftway.com/wp-content/uploads/2023/04/Screenshot-130.jpg)
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.
![](https://www.autosoftway.com/wp-content/uploads/2023/04/Screenshot-131.jpg)
Step 3
You will find that the invoice has been pre-filled with information from the existing order.
![](https://www.autosoftway.com/wp-content/uploads/2023/04/Screenshot-150-1024x619.png)
Step 4
Review the invoice information, and click on ‘Save Invoice’ when you’re ready to generate the order.
![](https://www.autosoftway.com/wp-content/uploads/2023/04/Screenshot-129-1-1024x469.jpg)