Creating an Invoice
With AutoSoftWay, there are two methods to create an invoice:
- Create an invoice from scratch
- Create an invoice from an existing order
Method 1: Creating an invoice from scratch
Starting from the dashboard, navigate to sidebar menu, and click on the 'Invoice' tab under the 'Invoices' section.
From the estimates menu, click on 'Add Invoice' at the top of the page.
A pop up window should display empty fields for a new invoice. Proceed to fill these fields, starting with the client and vehicle information. You may also manually add a new client and vehicle here!
Proceed to enter the appropriate labour information for the invoice. Be sure to click on the "+" button to add this labour service to the invoice!
You may add as many labour services as required.
Proceed to enter the appropriate parts information for the invoice. Be sure to click on the "+" button to add the parts to the invoice!
You may add as many parts as required.
By completing the previous steps for parts and labour, the system will automatically calculate the total cost. Proceed to add detailed information about the order, such as who the invoice was drafted by, their employee number, any delegates, and the method of delivery for the invoice.
You may enter the date manually, using DD/MM/YYYY format, or by clicking on the box to display a calendar!
For your convenience, you may even enter a description for further details about the job. This is great for specific information that you would want to keep on file for future reference!
When complete, proceed to click on the 'Save Invoice' button to create your invoice!
Option 2: Create an invoice from an existing order
Starting from the dashboard, navigate to the order tab under the 'Orders' section.
In the Orders menu, locate the order you'd like to generate an invoice for, and click on the create invoice button as shown below.
You will find that the invoice has been pre-filled with information from the existing order.
Review the invoice information, and click on 'Save Invoice' when you're ready to generate the order.Back